The Covered Asset Strategy

Efficiency is when you can maximize your distribution and cover your assets!

In today's Better Wealth Episode, I will be talking about the Covered Asset Strategy inspired by Wealth Building Cornerstones. If you have an AND Asset at the foundation the Covered Asset Strategy or an annuity is one distribution strategy to discuss, especially if you do not feel comfortable placing your money in the market. Companies with annuity strategies might give you the ability to take out more than 4% at retirement if set-up and used properly, however the big downfall is that you are tying up capital and if something happens to you that money could go away. Listen as I discuss the pros and cons of annuities, why some people select joint annuities, the actuarial math, and why exploring multiple strategies and options for retirement helps with efficiencies in retirement.  

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Episode Links & Resources: 

Episode #259: The Volatility Buffer Strategy

Episode #254: The 4% Rule and Sequence of Return Risk