Retirement Income Planning

Income for life is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a emphasis on streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging.

Retirement Income Approach
Assets are deposited into multiple segments that will hold invested assets ranging from very conservative to aggressive. The segments receiving the smallest amount of money are those which hold progressively more aggressive assets. These segments will be held for the longest period of time in order to achieve the best possible chance of results. We then provide an illustration of income by segment, allowing you to build a strategy for generating income for your lifetime.