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Abstract

r retirement assets✅ She has $400k in a Roth IRA✅ She has$ 80k in traditional IRA (old 401k rollover)✅ She has $320k in a non-qualified investment account<h2 id="53d3">⭐️ The Growth Strategy (Non-qualified account) ⭐️</h2>✅ She is going to invest very aggressively the$ 320k in her non-qualified account the next 10 years✅ She also going to contribute an additional $25k/year to that investment account for the next 10 years<h2 id="c05e">⭐️ The Growth Results ⭐️</h2>✅ Assuming a 7% annual return she will have$ 988k<h2 id="2d54">⭐️ The Income Strategy ⭐️</h2>✅ Her $480k will immediately go into an income vehicle at age 49✅ At 59-1/2 this will generate$ 4968/month of guaranteed, lifetime income✅ She then takes 60% of her investment account to create MORE income✅ 1 year after she turns 59–1/2 she will receive an additional $3,466/month of guaranteed, life time income✅ The remaining 40% of her investment account will generate interest only

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of $1861/month for 10 years (she won’t touch the principal)<h1 id="f6e4">⭐️ The Results ⭐️</h1>✅ At 59-1/2 she will have$ 6,829/month of guaranteed income + $395k in her investment account✅ At 60-1/2 she will have$ 10,295/month of guaranteed income + $395k (for the next 9 years)✅ At 62 her income will jump to$ 12,495/month for a few years✅ At 69–1/2 she will continue with $11,390/month guaranteed FOREVER + she can spend as much of her$ 395k (plus the growth) as she would like for the rest of her lifeConnect With Me & Access All My Resources <a href="https://pages.safewealthplanning.com/profile">Here</a>Enjoy this blog? You’ll probably enjoy this one as well: <a href="https://readmedium.com/what-is-provisional-income-and-how-to-keep-it-low-enough-to-collect-social-security-tax-free-6ab04d14fac8">What is “Provisional Income”?! (and how to keep it low enough to collect social security tax-free)</a>To your success,Matt</article></body>

49-year-old Single Woman with $800k Wants to Retire The Second She Turns 59–1/2

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

⭐️ Here are the details ⭐️

✅ Ashley is 49–1/2-years-old

✅ She wants to retire the day she turns 59–1/2

✅ She wants some money in the market and some with NO RISK of market loss

✅ She has $2200/month of guaranteed income coming from social security that she will take @ 62

✅ She wants to maximize retirement income with 60% of her retirement assets

✅ She has $400k in a Roth IRA

✅ She has $80k in traditional IRA (old 401k rollover)

✅ She has $320k in a non-qualified investment account

⭐️ The Growth Strategy (Non-qualified account) ⭐️

✅ She is going to invest very aggressively the $320k in her non-qualified account the next 10 years

✅ She also going to contribute an additional $25k/year to that investment account for the next 10 years

⭐️ The Growth Results ⭐️

✅ Assuming a 7% annual return she will have $988k

⭐️ The Income Strategy ⭐️

✅ Her $480k will immediately go into an income vehicle at age 49

✅ At 59–1/2 this will generate $4968/month of guaranteed, lifetime income

✅ She then takes 60% of her investment account to create MORE income

✅ 1 year after she turns 59–1/2 she will receive an additional $3,466/month of guaranteed, life time income

✅ The remaining 40% of her investment account will generate interest only of $1861/month for 10 years (she won’t touch the principal)

⭐️ The Results ⭐️

✅ At 59–1/2 she will have $6,829/month of guaranteed income + $395k in her investment account

✅ At 60–1/2 she will have $10,295/month of guaranteed income + $395k (for the next 9 years)

✅ At 62 her income will jump to $12,495/month for a few years

✅ At 69–1/2 she will continue with $11,390/month guaranteed FOREVER + she can spend as much of her $395k (plus the growth) as she would like for the rest of her life

Connect With Me & Access All My Resources Here

Enjoy this blog? You’ll probably enjoy this one as well: What is “Provisional Income”?! (and how to keep it low enough to collect social security tax-free)

To your success,

Matt