Is Your Income Plan Designed to Help You Navigate Today's Key Retirement Income Challenges?

Introducing What's Your Plan? - a new retirement planning program from SunAmerica that can help you secure your retirement income for life.

One of the most important keys to generating income that can last throughout retirement is to create a strategy designed to deliver a stable income stream, regardless of whether the market is up or down. A carefully constructed plan can help you grow your retirement income and protect it from critical income challenges, including rising healthcare costs, increasing Social Security concerns and longer life expectancies.

3 Simple Steps to Creating a Personal Income Plan That Can Protect Your Income
for Life

1.   IDENTIFY your needs Calculate how much income you’ll need to retire and determine if you have an income shortfall—“Retirement Income Gap.” Get started by downloading the Gap Finder, an easy-to-use retirement income worksheet that can help you inventory assets, estimate expenses and evaluate the size of a potential shortfall.	Gap Finder Retirement Income Worksheet
2.   EVALUATE your options Assess the investment options and withdrawal strategies that are available to help you generate more income and close a potential Retirement Income Gap.
3.   GUARANTEE your income Protect your retirement income for as long as you live by repositioning more of your assets into investments with guaranteed features, such as a variable annuity with an optional lifetime income benefit.	What's Your Plan? Client Brochure
Now is the time to add certainty to your income plan. Click here to download a brochure that offers more detail about building a Personal Income Plan.  Contact your financial advisor to discuss creating a plan that can guarantee your income for life.

 

Please note that variable annuities are long-term investments designed for retirement purposes.
In the Accumulation phase, they can help you build assets on a tax-deferred basis. In the Income phase, they can provide you with guaranteed income through standard or optional features. Guarantees are backed by the claims-paying ability of the issuing insurer. Variable annuities are subject to insurance related charges, including mortality and expense risk charges and administrative fees, as well as the total operating expenses of the underlying funds. Optional income guarantees are subject to additional fees, investment restrictions and other limitations. An investment in a variable annuity involves risk, including the possible loss of principal. Your contract value when redeemed may be worth more or less than your original investment.

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