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Investor: Carl
Age: 68
Concerns: Preserve wealth for his family
“I'm building a legacy for my loved ones.”

RMD Wealth Guard helps me leave more to my loved ones

Meet Carl, age 68. Carl is married with children, and now has a grandson on the way. He’s been saving for many years in his 401(k), and is hoping to pass his assets along to his family down the road. At age 70 ½, Carl – like most investors with qualified plans – will have to begin taking Required Minimum Distributions (RMDs) from his account, per IRS rules. As RMD amounts increase each year, these withdrawals could significantly impact his legacy to his family.

With the RMD Wealth Guard death benefit, however, Carl has an opportunity to preserve his legacy for his family. In the years leading up to his first RMD Withdrawal, Carl has the opportunity to grow his assets. When he takes his first RMD withdrawal, his legacy is locked in for his family - meaning that future withdrawals within the RMD amount will never reduce the benefit he'll pass on to his family.

With the RMD Wealth Guard, not only does Carl have access to retirement income through his RMDs, but his family will get to benefit later as well.

Click here for more complete information about Retirement Cornerstone®, including rates and limitations.