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With increases in life expectancy and the retirement burden shifting to individuals, demand for retirement solutions is growing.

The total U.S. retirement market is approximately $28 trillion

The U.S. population 65 years and older will go from 48 million to 74 million by 2030 – an increase of over 54%.

Tax Deferred Accumulation – Approximate Contribution Limits

401k: $19,500

IRA: $5,500/$6,500

Annuity: NO LIMIT

Source: Investment Company Institute; Population reference Bureau; Federal Reserve;