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Rob Schultz, CFP®, PFP

Dec
01
MANAGING YOUR ASSETS IN RETIREMENT - STRATEGIES
There are several income producing strategies that can be used in combination with the underlying investments. There is no guarantee any of these strategies will be successful. Speak with a financial professional to determine which strategy best fits your goals and risk tolerance. Some of the most common retirement income strategies are: Systematic Withdrawal Plan (SWP) – regular payments from your investment account at either a variable or fixed amount until the account value is exhausted. The assets in this approach are invested in securities which carries market risks. Negative market returns early in a SWP can have severe negative impacts during later retirement years. The Bucket Approach – breaking up retirement into distinct time...
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



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