Go2Income

Special Announcement: Protect Your Retirement Income Plan

Go2Income has added the Fixed Index Annuity (FIA) to its lineup of investments and annuities to help reduce market risk and taxes in your plan. The FIA provides upside (1) capture of a % of stock market return, (2) downside protection of your original investment, and (3) tax deferral benefits of annuities. Go2Income can you decide where and how much of your savings you should allocate to the FIA.

GET MORE RETIREMENT INCOME WITH LESS RISK!


YOU NEED A PERSONALIZED RETIREMENT INCOME PLAN

Because interest rates have increased substantially, you can get much more income from your retirement savings than last year by including annuities in your retirement income plan. With the right plan for retirement income that allocates between guaranteed annuity income and income-focused investments, you can generate more income, lower your taxes, reduce your risk and potentially increase your legacy. See how you can increase your retirement income and reduce your risk with a free Go2Income plan.

LET'S CREATE YOUR PERSONALIZED RETIREMENT INCOME PLAN:

Please fill in your savings and other information and we’ll prepare your Personalized Plan. It will show you how to combine income from investments and annuities for better retirement results.

To elect IRA2Income, set % Rollover IRA to 100%; to elect Savings2Income, set % Rollover IRA to 0%.

About You

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About Your Spouse

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About Your Plan

To help us in preparing your plan include those long-term savings that you will designate to support your Plan for Retirement Income. Include all qualified retirement savings such as from 401(k), 403(b), and 457 plans in the % Rollover IRA estimate below. Do not include short-term savings, real estate or other special purpose savings.

Special Instructions. 100% selection treated as an IRA2Income program: 0% selection treated as a Savings2Income program.
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Enhance Your Plan

Congratulations on ordering a plan. We will text you your Go2Income plan’s Starting Income Percentage (SIP). If you request below, we will update your SIP on a monthly basis through December 2024.
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As covered in this blog, the Fixed Index Annuity is an interesting addition to the Go2Income planning elements. If you request below, we will send you a report of how it might work for you.
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As background, you may want to read this article on why experts consider annuities a win for retirees. 
Click here to review our Disclosure and Assumptions and Privacy Policy documents.

For other questions about designing and ordering a Plan, please call 1-877-263-5576 to speak to a Go2Specialist.

RECENT JERRY GOLDEN ARTICLES ON RETIREMENT IN KIPLINGER


BRIEF REVIEW OF INCOME ALLOCATION PLANNING METHOD

Definition of Income Allocation Terms

INCOME ALLOCATION PLANNING

Retirement income planning that focuses on the sources of income - dividends, interest, IRA withdrawals and annuity payments - in contrast to planning based on asset allocation.

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PLAN FOR RETIREMENT INCOME

A Plan, based on the assumptions you provide, illustrates your sources of income and account value over your lifetime. Also, provides a suggested allocation of your Retirement Savings, as well as a measure of the risk of the Plan. A Plan should not be static and should be managed over time.

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RETIREMENT SAVINGS

Amount of savings you are willing to devote to generation of retirement income; typically excludes reserve funds for emergencies or special future purchases. Savings are split between your Rollover IRA and Personal (after-tax) savings.

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LEGACY

The amount of your retirement savings that you leave your beneficiaries, exclusive of any life insurance, property and other possessions. It will include any beneficiary protection under an income annuity.

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LIQUIDITY

The amount of your savings generally measured by your Account Value you access for planned and unplanned withdrawals. The latter will impact your Legacy and may impact your ongoing retirement income.

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INVENTOR OF THE INCOME ALLOCATION PLANNING METHOD

Jerry Golden founded Golden Retirement, LLC (GR) and organized its two subsidiaries Golden Retirement Advisors, Inc, (GRA), a registered investment advisor, and the 2Income Annuity Group, Inc (2IAG), a life insurance and annuity agency, to deliver a Plan for Retirement Income with more income and less risk.

GR developed Go2Income.com which, among other things, integrates annuity payments into Income Allocation planning. By combining both online planning with support from Advisor-Counselors, GR can deliver and manage these plans at a lower cost than traditional retirement income plans. Further, the Income Allocation planning can dramatically reduce an investor's retirement tax rate.

Jerry has appeared on CNN, Fox News, and Bloomberg Radio, and he and his research have been featured in many leading financial publications, including Kiplinger's Retirement Report, Financial Planning, Investment News, as well as numerous consumer-oriented publications and daily newspapers. His proposal for Social Security reform appeared in Bloomberg News online.

Over sixty of his blogs have been published on Kiplinger.com. Jerry has two patents around income planning and income annuities. He founded Golden American Life Insurance Company and held executive positions at Mass Mutual, Equitable Life, and Monarch Life.