The document discusses the Lifetime Income ModelTM, which is designed to analyze and implement a strategic retirement distribution plan to help increase income, minimize risk, and provide tax efficiency and asset preservation. It does this by allocating assets into time-sensitive distribution phases organized around a retiree's lifetime income needs, leveraging diversification, and spending certain assets first while allowing others to continue growing. The model provides a customized plan to address a retiree's specific needs and circumstances and helps illustrate how long savings may last to facilitate lifestyle planning for what can be a lengthy retirement period.
1. Will You Have Enough Income to Maintain
Your Lifestyle Throughout Your Retirement?
Is it in the appropriate places?
Which assets should you spend first?
The Lifetime Income Model™
Live for today with a sense of security for tomorrow.
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