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The Predictable Income Retirement Plan
A 5-Phase Financial Strategy designed to help retirees and near retirees…
- Generate the income you need for retirement
- Set up income so it grows over time to cover the increasing cost of inflation
- Invest strategically to reduce your costs and risk while increasing your returns
- Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
- Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies
Predictable Income Retirement Plan Examples…
The following examples (based on real-life situations), illustrate how
Predictable Income Retirement Plan can help:*
FREE TEMPLATE DOWNLOAD
The Predictable Income Retirement Plan
A 5-Phase Financial Strategy designed to help retirees and near retirees…
- Generate the income you need for retirement
- Set up income so it grows over time to cover the increasing cost of inflation
- Invest strategically to reduce your costs and risk while increasing your returns
- Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
- Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies
Predictable Income Retirement Plan Examples…
The following examples (based on real-life situations), illustrate how the Predictable Income Retirement Plan can help:
Jane and David.
Jane and David.
Jane and David are a few years away from entering retirement. David, an attorney with a successful practice, has been contributing to his retirement account throughout his career, and Jane, a school psychologist, has also been diligent about saving in her 403b account.
They are very conservative and wish to continue living in their current lifestyle while also having the ability to help their four daughters and grandchildren. Their real estate income generates $2,000 per month. They would like to generate an additional $8,000 per month without stock market risk.
With that in mind, we can structure Jane and David’s nest egg to generate the $8,000 per month they currently need and grow that to $10,500 per month over the next ten years, while still maintaining some of their initial nest egg. The legacy to their children and grandchildren, as well as the Long Term Care they are also seeking, could be accomplished with a tax-free life insurance policy.
In This Free Download, I’ll Show You…
The Retirement Readiness Checklist
If you are in the position of being retired or nearing retirement, there is a list of 8 Crucial Questions for you to consider when choosing a financial advisor and retirement plan. Specifically, if you can not answer “YES” to EVERY question on this list then my Safe Money Retirement Strategy could add crucial weight to your financial security and retirement planning.
The Big 5 Retirement Pillars
Most financial strategies are good at either “Growing” your nest egg OR creating “Income” for you to live off… But NOT both…
The first step to financial security in retirement is to understand the Big 5 Retirement Pillars that allow you to generate the income you need AND the growth you require to keep your nest egg intact.
Tax-Free Growth and Income For Retirement…
Taxes can have a big impact on your retirement savings. IRA/ 401k / 403b plans can add significant taxations to your retirement. Many retirees are shocked by the impact of taxes. If you’re a high income earner or have grown a reasonable nest egg there are strategies we can use to reduce your tax liability.
By managing and maneuvering through the tax code you can potentially save yourself tens, if not hundreds, of thousands of dollars in taxes. That’s money in your pocket for you to use, rather than unnecessarily sent off to Uncle Sam.
The Predictable Income Retirement Plan…
The Safe Money Retirement Strategy is a specific and detailed strategy designed to give you peace of mind during retirement. The strategy works by putting a plan in place to ensure you have enough income to live, your investments are well planned to reduce costs of your investments, reduce the risk of portfolio WHILE increasing the opportunity for growth.
AND you keep as much in your own pocket as possible by reducing your tax liability.
So you can achieve results like these examples*…
Stuart and Kim.
Stuart and Kim lost $300,000 in the 2008 stock market crash. Overexposed to market volatility, their retirement savings plummeted from $900,000 to $600,000 in a matter of months.
Moving into retirement, they need to generate $4,000 per month of guaranteed lifetime income but are unclear how to accomplish that while still leaving money to their children, very important to Stuart and Kim.
Using our Predictable Income Retirement Plan, we can generate $4,500 per month of additional guaranteed income -- which will increase over the next ten years to $6,000 per month – and we can also structure their portfolio so that their family will receive a legacy of $3,000,000 in tax-free money.
Suzanne
Suzanne, an office manager in a doctor's office, wanted to partially retire in the next five years. Her major concern was that if she withdrew $1,500 per month from her retirement fund during that time, she would deplete her nest egg.
She also wanted to increase her monthly income by $750 in ten years, when she hoped to be completely retired. Given her circumstances and income, Suzanne did not think it would be possible to retire as planned.
Our strategy can provide Suzanne with the necessary retirement income of $2,250 per month, plus adjust for inflation over the next ten years.
Hi, I’m James Andersen
Hi, I’m James Andersen
...from Andersen Advisory Firm. We help those who are retired or nearing retirement create financial security and peace of mind throughout their retirement years.
We do this with my Predictable Income Retirement Plan that is delivered throughout the country from our financial planning practice in Mesa, Arizona.
The Predictable Income Retirement Plan is a specific and detailed strategy that gives you predictable income for life. Income that grows over time, without depleting your nest egg, as best as possible.
The Predictable Income Retirement Plan is a specific and detailed strategy that’s designed to help you…
- Generate the income you need for retirement
- Set up income so it grows over time to cover the increasing cost of inflation
- Invest strategically to reduce your costs and risk while increasing your returns
- Reduce the risk of Wall Street corrections impacting your lifestyle in retirement
- Potentially save you thousands in taxes, legally, by using our ‘tax favored cash flow strategies
A Better Plan Is Just A Click Away…
*Examples are hypothetical situations common for a lot of investors however each client’s situation varies. Please consult a tax advisor regarding any tax consequences. Results are not guaranteed.
My very special disclosure statement(S) would go here.
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