Will Your Money Last Your Retirement

5:12 pm Uncategorized

The author of a recent newsletter related a story about a friend of his whose father passed away leaving his mother (age 66) with $400,000 in a brokerage account, a modest pension that would continue to pay, a residence with no debt and a vacation condo in FL with debt (that is rented).

At a meeting with the Mother’s money manager, they were advised that she needed a “properly balanced stock and mutual fund portfolio,” which is not uncommon advice. However, to put a 66 year old lady with all of her remaining liquid assets into the stock market with no protection, especially with its recent decline, is a bad idea. The author educated his friend on Fixed Indexed Annuities (FIAs) and told him to review the following PowerPoint presentation and ask the money manger if he knew anything about them.

The following PowerPoint not only discusses FIA but also the 7% guaranteed return FIA (accumulation value) with a lifetime income benefit.


We recommend you review the information provided in this link and ask your Money Manager/Financial Planner about an FIA.

Get started by contacting our Orange County asset protection estate planning law firm as soon as possible.

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