There are 3 major concerns among retirees:
Keeping your money safe from market loss.
Getting to your money if needed
Receiving an income that you will not outlive
Since everyone’s situation is unique, your specific concerns dictate the solutions that work best.
Whether you’re considering an IRA, a stock fund or an annuity, schedule a free conversation to discover S.R.S. a simple retirement system tailored to you and proven to guarantee worry-free golden years.
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This informative book, written by America's foremost IRA expert, David F. Royer, is designed to help those who are retired, or are planning for retirement, take full advantage of the new tax rules.
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Frequently Asked Questions
A: It means income that doesn’t stop, regardless of market crashes or how long you live.
A: Yes. Besides a pension and social security, certain products, like fixed indexed annuities, can provide lifetime income for you (and your spouse, if you choose).
A: Yes, and great start—but 401(k)s are market-based. During down-markets, they can lose value and later deplete if you outlive the income. Safe income planning adds stability and predictability.
A: Ideally, enough to cover all your basic living expenses in retirement—think housing, food, healthcare. However, you’ll also need to cover for emergencies. Make time now to talk this out with a trusted planner!
A: Good news: some solutions lock in your rate and gains—no rollercoaster rides.
A: Not in properly structured ones. The goal is protection first, growth second. Again, this is where a trusted and experienced planner comes in.
A: Not at all. Anyone with $50K+ saved can benefit from a safety-first approach.
