My Wife and I are 62 with $1.1M, Can We Retire at 67?!

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

⭐️ Here are the details ⭐️

✅ Melissa & Andrew are both 62

✅ They have $3,500/month of social security starting at 67

✅ They want to maximize guaranteed income in retirement

✅ They want flexibility to go on annual winery tours

✅ Total Investment Assets = $1,100,000

⭐️ 60% Income Strategy ⭐️

✅ $660,000 into an income vehicle will generate $5,375/month for the rest of their lives

✅ Plus their $3,500/month of social security (with inflation protection)

✅ Total Guaranteed Income in Year 1: $8,875/month

⭐️ 40% Flexible Retirement Money ⭐️

✅ They also have $440,000 of flexible spending money in retirement to go on as many wine tours as they would like

✅ With current fixed rates @ 5.65% they could generate an additional $24k per year for wine tours without touching the principle

⭐️ Final Results ⭐️

✅ $8,875/month of guaranteed income (that they can NEVER outlive)

✅ $440k of flexible spending money in retirement

✅ Additional $24k/year of interest generated for winery tours with NO MARKET RISK

🚨 This is all done with NO MARKET RISK & completely eliminates the possibility of running out of money in retirement 🚨

Not bad, huh⁉️

Let’s chat 💬😎

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Enjoy this blog? You’ll probably enjoy this one as well: Income Limits DO NOT Apply to Roth 401k’s & Roth Conversions

To your success,

Matt