Maximize your retirement savings to get the biggest secure paycheck possible
Most people’s biggest fear in retirement is running out of money before they run out of time. Traditional strategies of taking 4% to prevent this no longer work at the risk of not doing the things that are really important.
A Guaranteed Monthly Paycheck Can Leverage Savings and Provide Peace of Mind
Marc and Janet had done a decent job saving for retirement and had more accumulated than the average 65 year old couple. But, according to their former advisor, it wasn’t going to be enough to do what they wanted if they didn’t plan on running out of money. There were going to have to be adjustments and compromises.
We were able to craft a plan that took market risk off the table AND provide a guaranteed monthly pay check. The great news, the income from this plan would allow Marc and Janet to do all the things they had been looking forward to in retirement. They had peace of mind from a guaranteed paycheck and knowing they would never run out as long as one of them were alive.
- Safe Income Plan
- Marc and Janet R.
- 07/05/2022
