The $17,000 Solution: Rethinking Traditional Retirement Planning

Insurance Pro Blog Podcast

In this episode, you'll learn how combining annuities with traditional market investments can boost your retirement income by $17,000 annually. Using a real case study of a 60-year-old with $1 million in retirement savings, we break down how splitting assets between an annuity and market investments not only increases total income but also provides guaranteed monthly payments to cover basic expenses.

You'll discover why annuities aren't just for conservative investors, how to use them strategically alongside your market portfolio, and why having guaranteed income sources can lead to better retirement outcomes.

We explain why you need just $350,000 in an annuity to secure $6,000 in monthly income when combined with Social Security, leaving the rest of your portfolio free to grow and provide additional income for discretionary spending.

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