Retirement Income Planning
Helping you build income plans with potential guaranteed income, and flexibility in mind.
Epstein & White, Now Proudly Part of Mercer Advisors Financial Services
According to a recent study, for a married couple at the age of 65, there is now a 50 percent chance that at least one spouse will live to age 94.1 This means that you may need to plan for your retirement savings to last 25 to 30 years, or more! While it seems hard enough to understand how much money you will need each month after taxes the first day you retire, it gets a whole lot more complicated. After adjusting up for inflation each year, navigating a volatile stock market, a changing health system, and integrating Social Security or pensions with the rest of your investible assets. Do you have a custom road map to make sure you won’t run out of money before you run out of time? Sixty-one percent of Americans surveyed said they were more afraid of outliving their assets than they were of dying.2
At Epstein & White, Now Proudly Part of Mercer Advisors, our financial experts recognize that you’re making a difficult mental shift from asset accumulation and growth to retirement income planning. As a client, we will help you develop a comprehensive, customized retirement income strategy based on your unique goals and financial situation. We work with our clients to remove the fear, take away that black cloud of uncertainty, and put all the pieces of the puzzle together. Contact us today to find out how to get a no-cost, no-obligation, customized retirement income plan built for you.
http://www.rdmarketinggroup.com/Files/AG Secure Lifetime GUL and LIS Client Guide.pdf.
Prepared by Ernst & Young Insurance and Actuarial Advisory Services practice (analysis uses the Annuity 2000 mortality table with Scale G2 mortality improvements).2 Insured Retirement Institute. December 2012. “State of the Insured Retirement Industry: 2012 Recap and a 2013 Outlook.” https://avectra.myirionline.org/eweb/uploads/December Report.pdf.
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THE VALUE OF EPSTEIN & WHITE, NOW PROUDLY PART OF MERCER ADVISORS
WHAT IS THE VALUE OF EPSTEIN & WHITE, NOW PROUDLY PART OF MERCER ADVISORS
The highly qualified financial professionals at Epstein & White, Now Proudly Part of Mercer Advisors can work with you to identify your goals and dreams in retirement, and then we’ll help you develop strategies to make those goals and dreams a reality. Click the button below to learn more about the value of working with Epstein and White.
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