Retirement Income
Vital Plan, Inc.
Retirement
Income
OK, You did what everyone told you....you saved
for retirement....NOW WHAT?

How do you make it last?

How much can you spend?

How can you keep it growing without risk?

BUCKET METHOD:
A series of laddered annuities used to generate monthly income, while re-creating
your principal, safely. This ensures you that your money will not run out. You can
repeat the bucket method for as long as you live. No more worrying about how much
money you can spend.
No more...."if I spend it, I am taking it away from the kids..."

During your free consultation you can receive a mathematically calculated plan
designed just for you for your retirement income using exclusive Tarkenton
Financial software illustrating the "bucket method."

Click here to learn more about the Bucket Method....

SPLIT ANNUITIES:
A simplified version of the bucket method this involves simply splitting an asset in
two. The first part is used to generate income, the 2nd to grow back the asset.
Generally fixed interest annuities are used to grow back the asset.  

Click here to learn more about split annuities...

Immediate Annuities:
The simplest of all income generation methods, an immediate annuity is a lump sum
that is turned into a guaranteed stream of income, similar to a traditional pension.

Click here to learn more about immediate annuities...
The above is not intended as legal or financial advice. Please contact an advisor for guidance for your personal situation.
Contents subject to change. Every attempt has been made for accuracy, however, we are not responsible for errors in text.
Shelly Ballard
Tarkenton Financial Representative
St. Petersburg, FL
Cell: 727-417-6107
shelly@vitalplan.com
Copyright 2008, Vital Plan, Inc. All Rights Reserved
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