The Retirement Savings Dilemma



Increasing your retirement income by potentially 30-50% without saving any more money and without taking on additional risk can be accomplished by simply repositioning a portion of your monthly savings in pre-retirement.

The limitations of an “assets only retirement” like a 401k are the low distribution or withdrawal rates experienced when retirement assets are left in the market during retirement. By integrating your investments with actuarial science in pre-retirement, you can significantly increase these distribution rates and thereby increase your retirement income. This strategy also allows you to take less risk and capture a guaranteed lifetime income stream that can function like a pension.

Watch the video below titled, “The Retirement Savings Dilemma” as an introduction. The concepts shared are fundamental to significantly increasing the efficiency of your retirement income and thereby making your Golden Years, truly golden.

Contact us to learn how to create what we refer to as an “Integrated Retirement Income Strategy.” Learn how it can deliver more retirement income with potential lifetime guarantees. Schedule a no-cost consultation (in-person or online) to learn how.

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