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What’s possible with A Fixed Index Annuity?
Increase Your Guaranteed Lifetime Income
Opt for a Fixed Index Annuity and step into a retirement characterized by peace of mind and financial security. This powerful financial tool guarantees lifetime income, protecting you against market volatility while offering growth opportunities.
Protect Your TSP Principle
Fortify your retirement savings by protecting your TSP principal from market fluctuations, ensuring stability and peace of mind.
Guarantee Increasing Lifetime Income
Lock in a future of prosperity with guaranteed, increasing income for life, making every year better than the last.
Maintain Access to Cash Value
Ensure liquidity when it matters most, with ready access to your cash value for unforeseen expenses or investment opportunities.
Provide a Death Benefit to Heirs
Offer peace of mind to your loved ones with a guaranteed death benefit, ensuring they are financially protected in your absence.
We Help You Avoid Risk
Learn About the TSP & Retirement Account Risks
Relevant for all your retirement savings (IRA, ROTH, TSP, 401k, etc.)
A Fixed Index Annuity Protects Principle & Offers Market Linked Growth
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 retirement account. It also costs you emotionally when you are frustrated and confused about making smart financial decisions about your retirement.
That’s why we created the War Chest Strategy. It’s the only simple solution to take market volatility out of your retirement portfolio and to bring protection guarantees and bonuses in.
Sequence of Returns Risk
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 protected against market downturns and 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.
Investment Management Cost Risk
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 cost-effectively, ensuring that your retirement planning is both secure and optimized for long-term growth without the undue strain of excessive fees.
Inflation Risk
In recent years, the real cost of inflation has risen. This trend affects everyone, but it hits retirement account owners particularly hard.
Why? Because retirees rely on their nest eggs to cover living expenses, which are constantly increasing. 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 to guarantee a protected principle and lifetime income stream that consistently beats inflation. 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 most 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), you can leverage a strategy to “pre-pay” your retirement taxes to have more of your savings available when needed.
With fewer workers and more retired people, the government must find more money to cope with the higher benefits costs. This can cause everything from higher inflation to higher taxes. All things are 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.
How the fia works
We help you duplicate your military pension, privately
Guaranteed Outcomes:
The UnCapped FIA promises not just the return of your principal but also a guaranteed stream of lifetime increasing income, providing financial peace of mind. Additionally, a death benefit ensures that your legacy is secure.
Make the Decision
You can secure your legacy beyond TSP limits. Our FIA rollover strategy offers a robust alternative to volatile IRAs and stagnant employer plans, providing you with the financial freedom you deserve in retirement.
How to Make the Rollover Decision
Navigate your TSP rollover with confidence. Our strategic insights ensure you make the most informed decision for your retirement.
Why We Specialize in Fixed Index Annuities
The step from active duty to retirement is significant, and how you manage your TSP can impact your financial well-being for years to come.
Deciding whether to roll over your TSP to an FIA involves more than just comparing interest rates or investment returns; it’s about strategically positioning your retirement funds to provide you with flexibility, control, and peace of mind.
At US VetWealth, we offer a partnership, not just advice.
We’ll explore your unique financial landscape together and tailor a rollover strategy that secures your assets and empowers your financial independence. You can make the rollover decision with confidence, knowing you have a team of experts by your side.
Some Of Our Partners:
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Discover how to maximize your TSP benefits with strategies designed for military retirees. Get Your Free TSP to FIA Rollover Blueprint.
