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CASE STUDY #1 - Norman, a 62 year-old client, was looking for a better option for withdrawing retirement income out of his 401(K) plan. After rolling his money into the ARIS Lifetime Income Portfolio IRA, he immediately saw a 61% increase in his annual retirement income without being exposed to any downside risk. In addition, the balance of his IRA will never be reduced (even slightly) throughout his retirement, as opposed to his former strategy - which saw a significant reduction of his IRA's principal by his mid eighties.
CASE STUDY #2 - Mary Ann, a 54 year-old client planning on an early retirement, was given an estimate by her former advisor that in order to have the level of income she wants during retirement, she would have had to use up her entire IRA balance over the years, leaving her completely out of money by age 83. After calculating the results that her IRA would produce inside an ARIS Lifetime Income Portfolio, we determined that not only would she have approximately 36% more income over the next 30 years than the other plan; but at 83, instead of being totally out of money she would still have over $1,000,000 left over.
Could You Personally Benefit From Rolling Over Your IRA Into A Custom ARIS Lifetime Income Portfolio?
Ask Yourself These Questions:
1. Would I Like to have my IRA redesigned so that it will never lose money, never run out of money, increase my retirement income and reduce my taxes at the same time – all without fees?
2. Would I like the piece of mind of knowing that I can literally spend my entire IRA balance over the next 15-20 years, and at the other end still have every dollar that I started with?
3. Would I like to have my IRA start paying me a safe, guaranteed retirement income stream that keeps getting bigger over the years while at the same time my IRA principal never gets smaller?
4. Would I like a retirement income plan or strategy for my IRA that is not negatively impacted by a stock market downturn or slow economy?
Our FREE Live Demo Reveals Step-By-Step Exactly How It Works And What You Need To Do To Get Started!
If you answered yes to any or all of the above questions, then we would encourage you to schedule a FREE Live Web Demo and give yourself an opportunity to see a visual example of exactly how we are able to produce these kinds of results for our clients.
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