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n-retirement-90becc547c38">guaranteed income</a>✅ They don’t want ANY money in the market (they are very risk-averse)✅ Total Investment Assets = $950,000✅ Will implement a <a href="https://readmedium.com/how-to-double-triple-or-quadruple-your-long-term-care-dollars-c64fc051ec7c">long-term care plan</a> with a future inheritance<h2 id="6f2e">⭐️ Income Supplementation Strategy ⭐️</h2>✅ They will need to move$ 656,000 into a deferred income annuity to generate $5000/month in 5 years✅ On day 1 this money will receive a 10% bonus ($ 65,600)✅ It will grow at a guaranteed 8.25% per year until income is “turned on”<h2 id="f1e8">⭐️ Retirement ⭐️</h2>✅ in 5 years they will <a href="https://readmedium.com/take-your-pension-as-lifetime-income-or-as-lump-sum-4things-to-consider-38d2b2510829">collect the pension</a> & social security income of $4500/month (which will be inflation-adjusted)✅ in 5 years they will turn on the <a href="https://readmedium.com/how-to-guarantee-a-116-increase-in-r

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etirement-income-value-in-only-10-years-c5b5c888eaff">annuity income</a> of $5,000/month✅ Their remaining investments will be stored in high yield savings accounts, CDs, and MYGAs so there is NO market-risk✅ They will pull as-needed from savings for deep sea fishing and winery tours<h2 id="bbe3">⭐️ 500k Legacy ⭐️</h2>They have a joint life insurance policy that is paid off, and will provide$ 250,000 of <a href="https://readmedium.com/the-best-way-to-maximize-your-tax-free-retirement-and-leave-your-kids-tax-free-money-bc94f4be4061">tax-free money</a> to each of their 2 kids when they pass 💕💕💕Let’s chat 💬😎Connect 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/4-ways-to-access-money-penalty-free-for-an-early-retirement-5d2172105f18">4 Ways to Access Money (Penalty-free) For An Early Retirement</a>To your success,Matt</article></body>

Married Couple (59 & 62) Wants an Extra $5,000/month Guaranteed in 5 Years

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

⭐️ Here are the details ⭐️

✅ Mary is 59, Jacob is 62

✅ Between a pension & social security they have $4500/month

✅ They want an additional $5,000/month of guaranteed income

✅ They don’t want ANY money in the market (they are very risk-averse)

✅ Total Investment Assets = $950,000

✅ Will implement a long-term care plan with a future inheritance

⭐️ Income Supplementation Strategy ⭐️

✅ They will need to move $656,000 into a deferred income annuity to generate $5000/month in 5 years

✅ On day 1 this money will receive a 10% bonus ($65,600)

✅ It will grow at a guaranteed 8.25% per year until income is “turned on”

⭐️ Retirement ⭐️

✅ in 5 years they will collect the pension & social security income of $4500/month (which will be inflation-adjusted)

✅ in 5 years they will turn on the annuity income of $5,000/month

✅ Their remaining investments will be stored in high yield savings accounts, CDs, and MYGAs so there is NO market-risk

✅ They will pull as-needed from savings for deep sea fishing and winery tours

⭐️ 500k Legacy ⭐️

They have a joint life insurance policy that is paid off, and will provide $250,000 of tax-free money to each of their 2 kids when they pass 💕💕💕

Let’s chat 💬😎

Connect With Me & Access All My Resources Here

Enjoy this blog? You’ll probably enjoy this one as well: 4 Ways to Access Money (Penalty-free) For An Early Retirement

To your success,

Matt