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.

Click Here to Read Full Article

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top

Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!