Full Analysis: 54-year-old Couple Wants $12k/mo. in 10 Years & $5M Tax-free to Their Kids
5 min readFeb 16, 2024
(be sure to checkout the video of this analysis too)
Retirement Goals:
1. Retire in 10 years with $12,000 per month of fixed, guaranteed monthly retirement income
2. Protecting your wealth & creating a tax-free wealth transfer strategy