(don’t neglect to check out the video clip of this study too)

Just how Mike & & Molly Turned a $ 2 M Annuity Into a $ 50 M Tax-Efficient Estate

(While Generating $ 200, 000/ year in Retired life Income)

Most individuals believe legacy preparation suggests compromising lifestyle today for wide range tomorrow.

Yet Mike and Molly?

They discovered a way to have both.

This is the tale of how one pair utilized a safety-first retirement revenue approach to not just protect $ 200 k/year of retirement earnings …
… yet additionally job a $ 50 million legacy — with absolutely no revenue taxes for their beneficiaries.

Allow’s simplify.

Meet Mike & & Molly

At age 59, Mike and Molly were ready to retire promptly. Below’s what their financial image appeared like:

• $ 2 M in IRAs and 401 (k)s
• $ 2 7 M in after-tax financial investments
• $ 300 k in Roth IRAs
• A $ 600 k postponed payment payout coming to Molly this year
• Social Protection beginning at 62
• Mike: $ 2, 500/ month