If you’re a retiree looking for the trifecta of income, liquidity and legacy in your retirement plan, consider combining a QLAC and a HECM.
Let’s talk about how nature inspires planning for retirement income.
Somewhere in the primordial past, hydrogen and oxygen atoms came into being. They were fine as stand-alone elements, but they really showed their value when they combined as H2O to become the useful substance we know as water.
In the same way, combining seemingly unrelated retirement products that come on the market at different times may produce some surprising results.