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Instead of “drawing down” savings each year, the Savings2Income planning method periodically “builds-up” Dependable, Spendable Retirement Income, applying the 5 Steps to Retirement Security.

5 steps to retirement security

lowerfees
Lower Fees on All Retirement Savings –

thereby creating additional savings for the buildup of income in retirement.

defer taxes
Defer Taxes on Retirement Savings –

this means not having to pay taxes on investment earnings that aren’t being spent. 

smart social security
Make Smart Social Security Elections –

this can result in tens of thousands of dollars of extra income.

build up retirement income
Build Up Guaranteed Income Over Time –

to reduce income risks over time.

purchase guaranteed income
Purchase Guaranteed Income for Life –

to make sure your income lasts as long as you live.

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For your own S2I plan
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