401k to annuities plan worksheet

Gather your current financial plan and evaluate your retirement goals. Do you think you will outlive your savings? If yes, text 408-854-1883 for our field underwriter to show you a plan. Do review your current plan with your family, advisors and other pros. Fixed Index Annuities are savings you wanted to keep for at least 10 years and then start withdrawing them and have a lifetime income with death benefits and other benefit riders.

From spender at 20 yrs old to senior citizen at 66 yrs old

age 0 to 100 lifestyle

Life teaches us a lesson. Before we lose everything, create a budget and save.

It is not late whether you are in the spender group or senior group, let me help you avoid RMD, and being broke or losing money in stocks or other high risk investments.

Call for appointment. Connie Dello Buono, retirement planner CA Life Lic 0G60621

408-854-1883

motherhealth@gmail.com

California and 50 US states

1708 Hallmark Lane San Jose CA 95124