54-year-old Couple Wants to Retire in 10 Years with $12,000 per month

Описание: 54-year-old Couple Wants to Retire in 10 Years with $12,000 per month‼️

💾 be sure to save for later 💾

⭐️ Here are the details ⭐️

☑️ Krista & Paul are 54
☑️ They want to retire with $12,000/month of #retirementincome in 10 years
☑️ They currently have no #guaranteedincome other than social security
☑️ They have a $270k variable universal life policy that has lost a lot in the market
☑️ They have $936k in retirement accounts (401k's, IRA's, etc)
☑️ She has $57k in cash
☑️ They will get $6,100/month from #socialsecurity

⭐️ Guaranteed Income Strategy ⭐️

☑️ $758k will roll into an #incomeannuity to maximize income in 10 years
☑️ That will generate a guaranteed $14,149/month (with social security)
☑️ They will still have approximately $1.5M at retirement to do as they wish

⭐️ Tax-free Wealth Transfer Strategy ⭐️

☑️ We will replace the variable universal life with an #indexeduniversallife policy
☑️ This will be a $270k 1035 exchange into a new policy
☑️ They will continue paying $1,200/mo premiums they were paying into the new IUL
☑️ They will then take their $2,149 of unneeded fixed income & also add that to the #IUL

⭐️ Income + Tax-Free Wealth Transfer Results ⭐️

☑️ $14,149/month of guaranteed income + $4-5M of #taxfreewealth they can transfer directly to their girls without any lawyers, court costs, or hold ups

Let's chat 💬😎