Achieving Balance in Retirement

With Independence Day around the corner, the GenWealth team takes a look at that Holy Grail of financial independence and the path to freedom in retirement.

Originally aired 6/29/2019

Some balanced disclosures:

• All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
• Fixed and Variable annuities are suitable for long-term investing, such as retirement investing.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.  Variable annuities are subject to market risk and may lose value.