Page 43 - Know-So Money, Hope-So Money, Retirement Secrets Wall Street Doesn't Want You to Know
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Pay under 2% in taxes on your investment income.

        Illustration assumes client requires $12,000 per year of Tax-advantaged
        income from $200,000 non-qualified funds.

        Here’s a case where a traditional immediate annuity makes all kinds of

        sense. By taking a chunk of your investment money and annuitizing it
        over a five-year period, you not only maximize income, you eliminate
        volatility in your income stream and dramatically reduce taxes.









































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