Savvly 1.6.0

Navigating the world of retirement investments can be overwhelming due to the numerous options and volatile markets, making securing a comfortable retirement tailored to your needs seem like a daunting task.

Savvly offers a unique approach by acting as your private, market-driven social security. By investing as little as $100 per month, you can potentially receive late-life payouts that aim to yield 2-3 times more than investing in the same funds independently.

Why Consider Savvly?

• Maximize Returns: Late-life payouts from Savvly encompass market gains and uncorrelated long-life bonuses, potentially enhancing your overall returns.
• Flexibility in Retirement: Savvly provides options for early retirement, increased current expenditures, or pursuing more aggressive investments, all while anticipating greater returns during payout ages.
• Peace of Mind: By aligning with Savvly, you can alleviate concerns about outliving savings or becoming a financial burden on loved ones.
• Tax Efficiency: Designed to optimize tax implications, Savvly helps you retain a larger portion of your earnings.

How It Works

Similar to traditional Social Security, Savvly rewards longevity by offering increased benefits over time. When investors withdraw or pass away prematurely, their market returns and a portion of their principal may be reallocated to fellow Savvly investors as a long-life bonus.

• Download the App to:
• - Estimate Your Payouts: Evaluate different scenarios and compare potential Savvly payouts with self-directed investments.
• - Learn About Savvly: Gain insights into how Savvly operates through succinct lessons with Sally, your virtual advisor.
• - Start Investing: Initiate your investment journey by engaging with the Savvly team directly through the app. Currently accessible to Accredited Investors meeting specific income and net worth criteria.

Investing in Savvly: How It Works

• - Establish a recurring monthly investment or make a single contribution, directing funds towards a low-cost ETF mirroring the S&P 500 index. Your investment is safeguarded by renowned asset management firms such as Vanguard.
• - Performance is market-driven, with returns accumulating gradually. At selected payout ages, you receive your original investment, its accrued market returns, along with a Savvly long-life bonus determined using actuarial techniques akin to those employed by insurance companies.
• - Profits are delivered in-kind to defer tax responsibilities until liquidation. This allows for potential benefits from long-term capital gains tax rates.*

Savvly's Partnerships Include: Techstars, AgeTech Collaborative from AARP, and Pivotal Ventures - an investment and incubation company founded by Melinda French Gates.

Disclosures:

*Savvly Advisor, LLC does not provide tax, legal, or accounting advice; seek guidance from professional advisors when necessary. The company operates as an exempt reporting advisor and serves as the investment manager of various funds. Information shared is for educational purposes and is not an offer for specific securities or investments.