Protecting Retirement Income

Protecting Retirement Income

Avoid the Stress of Market Losses

Avoid the stress of market volatility and bad timing with Revenue Sourcing
Lucky or unlucky timing can play a role in how much retirement income an investor is able to generate over his or her retirement.

SORR Odds of being positive Recovering From Losses Bubbles Video

Keep up With Inflation

^{Most pre-retirees and their advisors plan for an inflation rate of 2-3%. If price increases continue on their current path, 3% simply won't be enough.}

8.3%

Inflation Rate from September 2021 - September 2022

2.4%

Average Social Security COI Adjustment 2000-2020

Loss of Buying Power

Protect Against Higher Taxes

The National Debt is at $31.5 Trillion and Growing...
Today's Top Marginal Tax Rate is 37%, Historically its 59%…
Traditional 401(k) and IRA accounts could be a ticking tax time bomb…

US Debt Clock

US Tax Rate History

3 Ways To Save For Retirement

Taxable

Stock, ETF's, Mutual Funds, Bonds, CD’s, Managed Accounts

Taxed Now

Tax Deferred

401(k), IRA, 403b, Annuities

Taxed Later

Tax Free

Roth IRA, Roth Conversions,
Cash Value Life Insurance

Never Taxed

How Much Money Would You Like In Your Tax Free Bucket?

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