Planning for your retirement can be broken down into three primary objectives. For most retirees, these three objectives allow them to meet their retirement goals. These retirement objectives are:
Each of these objectives is best met through specific that optimize for that objective. Diversifying across a portfolio provides you protection and ensures that all of your goals are met. Some complicated products available in the market today promise growth, liquidity and income all wrapped into one. However, diversification within one product typically leads to a confusing, expensive offering that never meets any one objective as well as other products uniquely suited for an objective.
Use the table below to better understand which financial product best meets your retirement objectives:
At Blueprint Income, we specialize in the income goal by offering a marketplace of simple income annuities. We also have a marketplace of fixed annuities for those looking for a guaranteed return. In both cases, we aim to have the most insurers (30+ now) and most competitive pricing out there.
If you are interested in some personal advice on how to considering adding a fixed or income annuity into your retirement portfolio, email us at [email protected]
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