Couple (60 & 55) Wants $12,000/month Guaranteed + $3M Tax-free To Their Children

(don’t forget to checkout the video of this case study too)

💾 be sure to save for later 💾

⭐️ Here are the details ⭐️

✅ Tom is 60 & Rene is 55

✅ They want $12,000/month of retirement income in 7 years

✅ Social Security is their only source of guaranteed income

✅ They have a $300,000 in inherited stock

✅ They have $1.2M in taxable retirement accounts (401k’s, IRA’s, etc)

✅ They will get $5,000/month from Social Security in 7 years

⭐️ 47% More Guaranteed Income ⭐️

✅ An income annuity will guarantee 47% more income in retirement (in comparison to 10% annual market returns for the next 7 years)

✅ This allows more money for their legacy goals

✅ $825k today will provide $7,890/month of guaranteed, lifetime income

✅ This brings their total retirement income to $12,890/month

⭐️ 3% Withdrawal for Tax-free Legacy Goals ⭐️

✅ With 6% annual returns they will still have $1M in additional funds at retirement (beyond their fixed income)

✅ We will then take a 3% annual withdrawal from the investment portfolio to fund a wealth transfer vehicle

✅ This contract will guarantee a $3M tax-free benefit to their children on day 1 (which they can couple with other tax-free asset transfer strategies)

✅ Even if they fund it for 30 years, they will still create $1.8M of tax-free wealth for their children (in addition to all of the dollars funding the contract which will also transfer tax-free)

⭐️ Final Results ⭐️

✅ $12,890/month of guaranteed income + a guaranteed $3M left to their children 100% tax-free 🤯🤯🤯

Let’s chat 💬😎