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    Asset Protection

    Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.

    Because the market does not provide security, you may want your financial strategies to include some secured income products. For example, annuities, which are insurance products with guarantees,* can provide a source of supplemental income throughout your retirement.

    Twenty-first century asset protection calls for more than just strategic asset allocation. Product allocation—buying instruments that can protect your monies from market declines throughout retirement—can be an effective means of protecting assets.

    Diversifying your retirement assets among a variety of vehicles—both through insurance products and investments, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.

    *Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    IRA Master Elite Whitepapers

    Access Your IRA Master Elite Whitepapers

    • Avoiding the 10 Percent Penalty in 5 Easy Steps
    • Determining the Tax on a Roth Distribution in 5 Easy Steps
    • To Convert or Not to Convert in 5 Easy Steps
    • Calculating Your RMD in 5 Easy Steps
    • Fixing a Missed RMD in 5 Easy Steps