Special Thanks To Our

INVESTORS

Zehavit Cohen

Howard & Elayne Levkowitz

Fred & Tami Mack

The Magerman Family

The Mitzner Family

Michael Steinhardt

Professor Wade Pfau

"What do Mick Jagger, Einstein, and Goldman Sachs have in common?"

Helping TPOTOP Create Meaning in their Retirement Finances

Mick Jagger inspired a stadium full of the poorest of the 1% (TPOTOP <$20M net worth) , three months after heart surgery and days before his 76th birthday.  Sponsored by Goldman Sachs (AfLI), TPOTOP members were helped with their struggle to navigate the maze of maximizing retirement income and meaning. 

Model Illustration (for 62 year old male):

 

Essential Expenses & Income, and Legacy

Housing+                  $1,500 / month

Health Care            $ 800 / month  Premium  +  $300 / month OOP

Taxes                          $ 400 / month

Social Security    $1,700 / month

Annuities               $  1,900 / month

                 CGAs AFHU  +      ($350,000 @ 4.7% annual)

                Jackson  +              ($150,000 @ 4.7 % annual)

     

            Reserve for Inflation.  $600 / month

Discretionary Expenses & Income, and Legacy

Taxes                       $20,000 / year

Entertainment  $30,000 / year

Travel                     $20,000 /  year

Gifts                         $20,000  / year

Dividends             $100,000 / year

             W&O Equities      5%

             OurCrowd  +

      Surplus   / Add to Reserve : $10,000

Contingencies, and Legacy

Emergency Fund

IRA / 401K