Retirement Planning
Whether you’ve just started earning a paycheck, just had your first child, in the middle of your career, or preparing to leave the workforce and enjoy your golden years, we can help you with your financial decisions and maximize your income in retirement.
Retirement doesn’t have to be a struggle. Planning your future should give you confidence, peace of mind, and clear guidelines for daily decisions.
At Forward Financial, we obsess over your future, so you don’t have to. We provide long-term, wide-ranging solutions to help you cover your blind spots. We help you plan for the best outcomes you can imagine, and we help you make them happen.
Maximum Premium Indexing (MPI) – The Holistic Financial Plan
Maximum Premium Indexing – Best Rates of Return, Simplicity, and Security
Education Based Financial Planning
Simplicity & Low Expenses
Life Insurance Security
No Risk Feature
Tax-free Inheritance
Above Market Rate of Returns
Tax-free Income (Post Tax Contributions)
Up to 16% Tax-Free Income at Retirement
No Limits or Restrictions
MPI – For the Kids
Annual Contribution Newborn-64
$1200
Life Insurance
$900,000
Tax Free Retirement Income @65
$316,000 @65-120
Inheritance Benefit @90 Years Old
$3,127,000
401K/IRA vs MPI
MPI
401K/IRA
MPI
Cash Accumulation
Short Term Benefits
Long Term Benefits
Time
Required
Required
Rate of Return
Individual Stocks/Bonds
Index + Leverage
Risk Management
Stock Volatility
0% Floor Guarantee
Income
4% Income Rule
12-15% Tax Free Income
Fees
Increasing Fees
Decreasing Fees
Income Method
Withdraw Income
Loan Income
Taxes
Tax Deferred
Tax-Free
Inheritance Security
No Life Insurance
Life Insurance
