Income for What's Next Strategy®

RETIREMENT IS ALL ABOUT WHAT'S NEXT

Pursuing new challenges, rediscovering old passions, or maybe just enjoying life’s simple pleasures. Whatever your retirement goals are, you will need regular Income for What’s Next.


Know your situation

STEP 1

Your retirement is unique to you; begin by prioritizing your goals.

STEP 2

Next identify your basic and discretionary expenses.

STEP 3

Now determine your non-investment income sources including Social Security benefits.

Start today with our free Personal Assessment.

93%

of those we surveyed who have developed a written retirement income plan are confident with it.1

Work With a Financial Advisor

Building a sustainable retirement income strategy is about more than just saving. It’s about putting your money to work. It’s essential that you work with your advisor to select the right investments to match your strategy.


Write Your Plan Down

Having a plan in your head may not be enough. Talk to your advisor about writing down an investment strategy that suits your own needs in retirement. They can help you build a diversified investment portfolio that seeks to support an annual withdrawal strategy that you can use to create a retirement income stream under a variety of economic conditions.

ARE YOU A FINANCIAL ADVISOR?

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