Case Studies
Our case studies showcase real-life examples of how strategic financial planning helps individuals and families prepare for the future. Each scenario demonstrates practical approaches to achieving stability and long-term confidence.
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Real-World Planning Decisions That Led to Long-Term Retirement Growth
Torrance D
At 55, Torrance moved $45,000 from his 401(k) into a Fixed Indexed Annuity IRA. With no withdrawals and a built-in bonus, the projected income account value by age 65 will reach to $112,800.
Scott S.
iScott, age 63, transferred two IRAs totaling $156,000 into a Fixed Indexed Annuity IRA. By age 73, and with no withdrawals, the projected income account value will reach $374,400.
Robert J.
Robert, age 59, rolled over $54,000 from his 401(k) into a Flexible Premium FIA IRA. By contributing the maximum IRA amount annually and taking no withdrawals, the income account value is projected to reach $235,400 at retirement age 69.
In February, Robert J., aged 60, transferred $66,400 from his IRA into a Flexible Premium Fixed Indexed Annuity (FIA) IRA. With consistent annual contributions and no withdrawals, his income account value is projected to grow to $366,000 by the time he retires at 73.
Earlier this year, Joseph P., aged 59, completed a $151,500 rollover from his 401 (k) into a Fixed Indexed Annuity (FIA) IRA. Assuming no withdrawals, his retirement income account value is expected to reach $381,700 by age 70, ensuring better preparedness for retirement.
In October, Lauren S., aged 53, rolled over $273,600 from her 401 (k) into a Fixed Indexed Annuity (FIA) IRA. With steady growth and no withdrawals, her income account value balance is projected to reach $787,900 by the time she retires at 67.