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.
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
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