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Follow on Google News | What the heck is Financial Laddering ?Financial Laddering, when combined with 100% Safe Fixed Financial Products, can create an Immediate, Medium and Long Term Cash Flow. Doubling and Even Tripling your original Principal.
By: SE of The SE Agency September 25, 2010 http://rolloversandannuities.com FINANCIAL LADDERING We utilize Financial Laddering, with 100% Safe Fixed Financial Products. Essentially Financial Laddering is creating a Cash Flow, ( can be current &/or future ), and stepping up your income with solid interest crediting methods. The overall result: You can realistically Increase Your Original Principal, 2.5 to 3.5 times,easily over 15 years. PLUS, you can elect to create guaranteed income over these years, as well. Here is a very conservative example: I. Original Principal: $300,000 II. We are going to place the $300K into 4 different Buckets ( Fixed Financial Accounts ) III. This client has stated that they want to create an Immediate and Continuous Cash Flow, and then receive a Lump Sum at the end of 15 years. BUCKET #1 Immediate Annuity: Five Years at 3% Initial Deposit: $50,000 Years 1 through 5: Creates $860 / Month Guaranteed Income Equals: $10,320, per year for 5 years. $51,600 BUCKET #2 Deferred Fixed Annuity: 3% Initial Deposit: $50,000 Creates Income: Years 6 through 10: $996.68 / Month Guaranteed Income. Equals: $11,963.71 per year, for 5 years. $59, 518.55 BUCKET #3 Deferred Fixed Annuity, With 5% Immediate Cash Bonus Interest Rate: 4% Initial Deposit: $100,000 With Immediate Cash Bonus = $105,000 Creates Income: Years 10 through 15: $2,673.32 / Month Guaranteed Income. Equals: $32, 079.85 per year, for 5 years. $160, 399.25 You have now received $271,818, over the last 15 years. HERE COMES THE BEST PART: BUCKET #4 Deferred Fixed Annuity, With 10% Immediate Cash Bonus Interest Rate 4% Initial Deposit: $100,000 With Immediate 10% Cash Bonus: $110,000 ACCOUNT VALUE: At year 15: $198,104. You can elect to take this as a lump sum. Or take a partial distribution, and re-invest. You have now received: $271, 817, and earned $198, 104 = $469,921 For more information, and a Personal Projection: http://rolloversandannuities.com/ # # # The SE Agency specializes in Better, Safer, Smarter Retirement and Investment Plans. IRA, 401k, 403b Rollover and Distribution Advisors. Proudly serving clients in Southeastern PA, Southern & Central NJ. Contact Us: 215-622-0052 End
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