In retirement, it’s not your net worth or your return on investments in your retirement plan that matters, but how much income you have to spend. When you retire you need enough after tax guaranteed income to cover your fixed liabilities and living expenses (food, housing, utilities, medical, autos, taxes, travel).
Taxes, market losses, no or low interest rates, and inflation will all push spendable income down during retirement.
Old investment strategies may no longer provide retirement security.
Let us show you a strategy that connects and combines Social Security claiming strategies with indexed universal life, indexed annuities and Roth IRAs to boost guaranteed spendable income in a way investment planning can’t.