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An annuity with a living bene t can ll an income gap in retirement
Will you have enough income in retirement to cover your monthly expenses or “must-haves”?
M U S T
Mortgage/rent/real estate taxes and medical (largest expenses) Utilities (gas, water, electric, cable)
Shopping (food, pharmacy, personal)
Transportation (car payment, insurance, gas, maintenance)
Consider an annuity to fund an income gap for your “must-haves” Lifetime Income
• Social Security
• Pension
• Variable annuity with a living bene t
Everything else can fund your “nice to haves” Set Amount/Account Balance
Travel Family time Hobbies Relaxation Volunteering
• 401(k)
• Cash, bonds, CDs, mutual funds, stocks
• Managed money
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