MORE LIFETIME INCOME

This week’s article discusses how “recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the take-out-4-percent-of-savings-a-year rule or a similar strategy of systematic withdrawals”. It was interesting to read why. If you are thinking that you need more guaranteed income than Social Security alone will provide, call us to discuss some options you may not have considered. We’re always here to help.

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