Retirement Income Planning

Investing while requiring income is very different to investing while saving for retirement. When saving for retirement ROI means 'return on investment'. When investing to generate income ROI becomes known as 'reliability of income'


NextPhase™ Retirement Income Strategy is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner placing a heavy emphasis on guaranteed* 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.


NextPhase™ Retirement Income Strategy provides a sound foundation for creating that income.


To find out more about the NextPhase Retirement Income Strategy click on the logo below.