When we reach the point in planning when,….
include benefits section
|TIME PERIOD||Distribution; at or nearing retirement|
|INVESTMENT OBJECTIVE||Predictable income & long-term growth|
|INVESTMENT STRATEGY||Use a hybrid approach to fund spending needs precisely, predictably and flexibly. Delivers the best of pension-like income, along with the higher returns of a traditional growth portfolio.
1. Begin by carving out and dedicating specific portfolio assets towards a low-risk or guaranteed strategy, which delivers consistent income, regardless of how the market performs.
2. The remainder of the portfolio is invested in a broadly diversified stock growth strategy to replenish the income portion over time.
|ACCOUNT CUSTODIANS||Fidelity Investments|