Retirement With $5 Million

There was a recent report from the Employee Benefit Research Institute on an analysis of retirement accounts using the 2018 Survey of Consumer Finances. According to the analysis, a $5 million retirement nest egg puts you in the top 0.1% of households. Then, the question becomes: what does $5 million buy you in retirement? What is the best use of that money?

If you’re looking for the best ways to allocate your retirement savings, reach out to us. We might be able to help by pointing you toward options you weren’t previously aware of. Want to secure lifetime income for yourself, while also leaving behind a sizeable benefit for your beneficiaries? We have some ideas. We’re always here to help.

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James W. Malanowski LUTCF
Oregon Ins. Lic. #34228
Washington Ins. Lic. #161643
Utah Ins. Lic. #202605
Arizona Ins. Lic #34228
Idaho Ins. Lic. #34228
California Ins. Lic. #4114966
Tennessee Ins. Lic. #832696
Nevada Ins. Lic. #42828
Texas Ins. Lic. #1003377

Green Line NW, LLC
Oregon Ins. Lic. #100293643

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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.