Safe Retirement Income

Your Retirement Depends on It

Tim Barton, Chartered Financial Consultant

Pepin Wisconsin
715-220-4866

October 13, 2018 by Tim Barton Leave a Comment

She Solved Her Retirement Needs. And So Can You

Need retirement income you can’t outlive? Have coffee with Meg. Take a video break and learn how Meg uses a single premium immediate annuity (SPIA) to alleviate concerns about outliving her retirement assets and being unable to meet monthly expenses.

Retire with Confidence

People are living longer than ever before, meaning that unpredictable market performance, higher health care costs, and rising inflation could impact your retirement nest egg. Social Security is in question, and you may or may not have a pension.
The reality is, many individuals may not be able to maintain their standard of living — or worse  — may run out of money during retirement.

Live Comfortably with Retirement Income- Consider the risks that can affect your retirement and life:

  • Lifespan – Living longer and outliving your retirement money.
  • Inflation – Cost of living increases that erode your retirement buying power.
  • Fluctuation – Market volatility that impacts your retirement assets.
  • Experience – Life events that require retirement plan flexibility.

At what rate can you safely withdraw from your portfolio to address these risks?

  • According to the Journal of Financial Planning, the safe withdrawal is 2.52%.

Contact www.TimBarton.net

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Filed Under: Lifestyle, Longevity, Money Saving, News, Retirement Planning, Videos Tagged With: Aging, Annuity, business, finance, Health, lifestyle, Longevity, Money, News, retirement income, retirement planning, Tim Barton

About Tim Barton

Growing up during the 60s and 70s Tim saw the real-life effects of sure thing stock investments gone sour. It seemed all the adults around him who did not keep their money in safe investments like insurance, banks and government bonds lost most of it. While they were young, they felt invincible, but as age crept up, their conversations turned to the gloomy reality of lost retirement funds.
In 1976 all those memories started Tim along his career path dedicated to helping people avoid the pain of losing their hard earned dollars. Tim decided to enter the retirement planning business vowing never to cause anyone to lose money. He has kept that promise by focusing on insurance based planning.

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