We believe lifetime income is the best option for most individuals. 95% of retirees who receive guaranteed monthly retirement payments feel more financially secure.
Pensions once provided the assurance of reliable income. By creating a personal pension plan you can live the life you want to live in retirement.
In your typical IRA you have limited protection from market downturns. We believe that it's better to lock in your retirement income. If the market goes up, you lock a higher income amount. If the market goes down, it has no effect on your retirement income.
Do you have that peace of mind today?
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*Beyond The Status Quo: A Critical Assessment Of Lifecycle Investment Advice. October 2023
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