Instead of “drawing down” savings each year, the Savings2Income planning method periodically “builds-up” Dependable, Spendable Retirement Income, applying the 5 Steps to Retirement Security.
5 steps to retirement security
Lower Fees on All Retirement Savings –
thereby creating additional savings for the buildup of income in retirement.
Defer Taxes on Retirement Savings –
this means not having to pay taxes on investment earnings that aren’t being spent.
Make Smart Social Security Elections –
this can result in tens of thousands of dollars of extra income.
Build Up Guaranteed Income Over Time –
to reduce income risks over time.
Purchase Guaranteed Income for Life –
to make sure your income lasts as long as you live.