Customizable Retirement Strategies Producing
More Lifetime Income, More Benefits & Protection.
Ultimate Income Advisors specializes in retirement strategies designed to deliver maximum lifetime income, benefits & protection.
A serious concern of many retirees today is running out of money during retirement. Ultimate Income solves this problem using three income strategies, including our flagship product, Tax-Exempt Savings.
Each unique strategy requires less funding than many 401K/IRAs yet produces higher income, has lower costs and protects principle & growth from stock market losses.
Listen to this short excerpt from an interview with client Holly, an investor just like you, on her experience with Tax-Exempt Savings and Ultimate Income Advisors.
WHAT'S OVER THE HORIZON?
A PERFECT STORM FOR MARKET,
MONETARY & TAX RISK
STOCK, BOND & REAL
Pressure is building for another major market collapse with the potential to be much more severe than the bubbles that caused the '02 and '08 crashes
FINANCIAL & GEO-
More debtor nations are on the brink of insolvency. Any one of many geo-political scenarios could start cascading defaults on a global scale.
US debt continues setting new records as politicians cut taxes while increasing spending. It is inevitable that these cuts will be replaced with higher tax rates.
Can your current retirement strategy protect you?
Traditional retirement vehicles like 401Ks and IRAs are not designed to protect against market losses. Depending on the number and severity of crashes before and during retirement, income from 401Ks and IRAs will likely be reduced or possibly even run out.
Browse our media library to see what major news outlets are saying about the hidden pitfalls of 401K plans.
Our unique strategies can protect you.
At the core of each Ultimate Income strategy is a market-indexed platform providing a set of unmatched features and benefits:
Tax-exempt income designed to last a lifetime
Essential benefits for life not found in 401k/IRAs
Client Spotlight: Venus W.
“...It’s nice that I don’t worry anymore about losing money in the stock market like I did with my 401k. I also like the idea of getting tax free income because when I retire, I know taxes are going to be a lot higher in the future. And my contract has actually grown faster than we projected 7 years ago so I could get even more income at age 66 or be able to retire sooner."
Looking for more information or interested in a no-cost, no obligation 15 minute consultation?
Simply call/text the number below or send us an email!
Ultimate Income Advisors
1400 Preston Road, STE 400,
Plano TX 75093