RetireMetrics®

As clients transition from working to retirement, their portfolios need to transition as well.

Overview

RetireMetrics uses measures that can help you evaluate mutual funds that may best support an investment strategy for the income phase of your clients’ retirement.

The Program Tools

  • Show you how to evaluate investments according to criteria such as standard deviation, correlation and probability
  • Help you explain to your clients why these factors may be more important during retirement than other factors such as growth performance

Next Steps

  • Review and download the resources provided to the right
  • Put these tools into practice when you meet with your clients
  • Review your clients' portfolio using the RetireMetrics system, and select investments, which may include the Franklin Templeton funds we have listed on this page, or other funds or investments of your choosing based on your clients' retirement needs.1

Individual Retirement

Main Topics

Important Legal Information

This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.

Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. FD, LLC cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.

Your clients should carefully consider a fund’s investment goals, risks, charges and expenses before investing. Download a summary prospectus and/or prospectus, which contains this and other information. Your clients should read a prospectus carefully before they invest or send money

Footnotes

  1. An investment in a Franklin Templeton fund or a tax-advantaged retirement plan does not guarantee that your clients will have sufficient funds to meet future retirement needs.

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Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.