Most people spend decades saving and almost no time planning how that money will pay them once the paychecks stop. Take this free 3-minute check to see if a retirement income strategy makes sense for you right now.
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Here is how this works, in simple words.
A retirement income strategy takes part of what you've saved and sets it up to do two things. It is designed to grow over time without going down when the stock market goes down. Later, it is designed to pay you a steady income for as long as you live.
To get this stability, you agree to leave the money in place for a set number of years. You can usually take out a small part each year, but this is not money for emergencies or everyday spending. That is why it only makes sense for money you will not need soon.
People within about 10 to 15 years of retirement, or already there, who want their savings to be more steady and predictable, and who have other money saved for everyday life.
A few details so we can prepare for you.
Rules differ a little from state to state, so this helps us get it right.