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For the Middle of Your Retirement Income Pyramid

These are the sources you add on top of the base levels you have in place. Make sure to know exactly what your Social Security, state and company pensions, and annuity lifetime income amounts total. Do they cover most or all of your monthly mandatory expenses? 

If so, it is time to add to your pyramid with these additional possible income sources.

They are options that are typically a little harder to completely understand and can have varying amounts of complexity.

These sources of income carry some amount of risk to both your principal and to the income generated.

 

These options have the chance that the income they produce will be disrupted, changed or end before you or your spouse pass away.

These income sources also have the potential to grow your income faster than inflation. These options could allow you to better maintain purchasing power over time.

Geometric Paper Folds

Explore the different layers of a
Retirement Income Pyramid

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