With a fixed indexed annuity, you'll have peace of mind knowing that your retirement is secure from the volatility of the stock market and the high fees of Wall Street.  Both of which not only cost investor's bottom line in their retirment account.  It also costs you emotionally are you are frsutrated and confused about making the smart financial decisions about your retirement.  

That's why we create the Veteran Retirement Rescue plan. Its the only simple solution to take market volatility our of your retirement porfolio and to bring protection guarantees and bonuses in.

Navigating the sequence of returns risk is paramount for ensuring the longevity of your retirement savings. This risk occurs when negative market returns early in retirement accelerate the depletion of your savings, compromising your financial security. Our strategic solution empowers you to sidestep this risk through a smart TSP to FIA rollover. This approach guarantees that your savings are not only protected against market downturns but also positioned to capitalize on market upswings. By securing the foundation of your retirement assets with FIAs, you're not just surviving; you're thriving, with a strategy that delivers both security and growth potential.

By transitioning your Thrift Savings Plan (TSP) to a Fixed Index Annuity (FIA), we sidestep the often overlooked but significant drain of investment management fees. This move not only enhances the efficiency of your retirement funds but also aligns with our philosophy of protecting and growing your assets in a cost-effective manner, ensuring that your retirement planning is both secure and optimized for long-term growth without the undue strain of excessive fees.

In recent years, the real cost of inflation has been on the rise. This trend affects everyone, but it hits retirement account owners particularly hard.

Why? Because retirees rely on their nest eggs to cover living expenses, and those expenses are constantly increasing. In order to keep up with the rising cost of living, retirees need their investments to grow to keep up with inflation, but without taking the stock market risks they could when they were younger.

That's why the War Chest strategy leverages the advantages of modern fixed index annuities. They are the only financial tool designed specifically to guarantee a protected principle and lifetime income stream that will beat inflation consistently and with many FIA the cost of living increases can be guaranteed. Even your military pension COLA amounts are voted on annually, with no guarantees.

Do you have the majority of your retirement savings in traditional TSP/401k/IRA accounts?  If so, then you may be shocked at the future tax implications of withdrawing that income after the low income tax rates expire.  

The good news is that we offer a tax-reset option for the Veteran Retirement Rescue strategy.  If you qualify (Age 50, $250k minimum in qualified accounts), then you can leverage a strategy to "pre-pay" your retirement taxes so that you have more of your savings available when you need it.

With less workers and more retired people, the government will have to find more money to cope with the higher benefits costs. This can cause everything from higher inflation to higher taxes. All things out of your control if you allow your retirement account to sit around and wait.

Using the Veteran Retirement Rescue strategy we help you design a fixed index annuity that reduces the impact of taxes, inflation, and all of the other risks on this list.