Income Strategy™ Platform Launches – Now Boomers Can Maximize and Manage Retirement Income
"The financial services industry has focused almost entirely on accumulation, but has failed to solve the drawdown problem for retirees." said
The research, conducted by well-known author and speaker Dr.
Income Strategy enables boomers to maintain control of their retirement by:
- Dynamically calculating optimal withdrawal strategy throughout retirement
- Coordinating a drawdown strategy while optimizing
Social Security benefits - Providing a "get cash' button that tells where and how to "tap" savings
- Leveraging asset location and rebalancing of portfolios
- Minimizing tax liability and Medicare premiums
- Strategically using Roth conversions and recharacterizations
"We developed an easy to use calculator that will estimate your personal "GET MORE" amount in less than five minutes," said Meyer. Retirees and pre-retirees can input their numbers and see how much longer their money will last by requesting a QuickStart Report. Depending on the situation, Income Strategy shows retirees how to make their money last up to 2 to 10 years longer.
Income Strategy is offered at various levels.
- Basic -
$20 Monthly: Access to three core modules within the software, and an option to access a retirement income expert for$125 an hour.
- Premier -
$50 Monthly: Access to three core modules, with premium income strategies and industry leading model portfolios developed byDr. Reichenstein . It also includes the option to access a retirement income expert for$125 per hour.
- Premier Bundle -
$1,500 Annually: Includes the full benefits of the Premier subscription, and a special one-hour training session to get you started, up to three complimentary consultation sessions, freeSocial Security filing services and a$300 savings when compared to 12 months of Premier subscription.
- Financial Advice Package: Includes our full-service registered investment advisory and we manage all the details for you. Basis points pricing is offered at a tiered level determined by the assets in your household. Up to
$1M = .80%,$1M-$3M = .70%, and $3M+ = .50%
About
To learn more about Income Strategy, including the opportunity to find out your "GET MORE" amount, visit www.IncomeStrategy.com.
View original content:http://www.prnewswire.com/news-releases/income-strategy-platform-launches---now-boomers-can-maximize-and-manage-retirement-income-300579234.html
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