Step 2: Create a Better Balance
What can a Better Balance give you?
- Greater, safer retirement income vs. “safe” withdrawal methods.
- Option to guarantee your retirement income (like a traditional pension) without sacrificing your legacy.
- More protection should you become unable to work, or die, prior to retirement.
- More protection against the risks of longevity, interest rates, market volatility, inflation, and taxes.
- Option to guarantee a tax-free legacy to whomever or whatever you choose.