Secure Guaranteed Retirement Account (SGRA):
See If You Qualify for Guaranteed Income for Life During Retirement!
The Secure Guaranteed Retirement Account (SGRA) helps eligible individuals secure guaranteed income for life during retirementâproviding steady, reliable financial support and greater peace of mind.
Why hasnât my financial advisor ever told me about this?
Reason 1: Many financial advisors donât even know about this. Nor, do they know how to utilize it properly to get you the most value..
Reason 2: Financial advisors recommend financial vehicles that pay them the highest commissions rather than put your interests at heart.
Reason 3: The advisor canât charge you yearly management fees so itâs not worth it for them to use it.
As a result, less than 20% of Americans have what we call a "SRA" account set upâwhile more than half the population lets their money just sit as a lump sum without proper protection from running out.
With A Tax-Deferred 401(k) or IRA:
â You have fees: Whether you know it or not you have a handful of fees that are slowly draining your retirement savings.
â Your money is not guaranteed and protected: The money in your 401(k) or IRA moves with the market, and has very limited downside protection
â Your money is not liquid: You canât access your money any time you want, and if you do, youâre fiscally penalized.
â If you live long enough, you will run out of money: Eventually, you will run out of money once you begin to take out withdrawals
With a Secure Guaranteed Retirement Account:
â You donât have any plan fees: Keep 100% of your hard earned money as you should.
â Your interest rate is predetermined: Your money grows at the same yearly rate as when you opened your accountâ even if the market crashes.
â Your money is Liquid: All money put into and made in your account is cashâyou can withdraw a certain percentage each yearâat any timeâwithout penalty.
â Your money is protected: Regardless how the market performs, you will have the peace of mind knowing that you will never lose money and is 100% protected from all creditors. Creditor protection in 401(k)s and 403(b) accounts may be limited.
â Your money will last throughout your lifetime...and beyond: You can elect to maximize your income during your life or set the account up to provide a legacy for your loved ones or a charity of your choice when you pass away.
And there are many more wonderful fiscal things you can do with an account like this...
But...
Is It "Too Good To Be True," You Ask?
Nope. Itâs very real.
In fact, an Account like a SRA is not a new investment strategy.
Accounts like these have been used by wealthy individuals and families for over 100 years to build, then pass on fortunes in a safe and secure environment.
BENJAMIN FRANKLIN had an account like this.
So did Babe Ruth, Cleveland, McKinley, Harding, and FDR (FDR, in fact, held a large portion of his estateâ$562,142 or over $7 million in today's dollarsâinside his account...)
A Retirement Planning Consulting Agency helping clients understand where they stand and plan ahead with confidence.