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Case Studies

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Physician: Turning $200K Into Over $1 Million In Tax-Free Retirement Income

50
Female
Annual Contribution: $40000 annually for 5 years

Residential Real Estate Agent: Late Starter, High Income

50
Female
Annual Contribution: $100000 annually for 5 years

Senior Operations Officer Case Study

50
Male
Annual Contribution: $100000/year for 5 years per grandchild (2 total)

How a 50-Year-Old Executive Maximized Retirement and Protection

50
Female
Annual Contribution: $110k