Sentences with phrase «systematic withdrawal strategies»

Hypothetical retirement income is expressed in index points, and can be used as a yardstick for systematic withdrawal strategies — expanding the role of S&P STRIDE from wealth accumulation benchmark to decumulation benchmark.

Features Comparing a Bucket Strategy and a Systematic Withdrawal Strategy Allocating a portfolio into three buckets for use in specific retirement time periods can help investors feel more confident that their savings will last.

But is a systematic withdrawal strategy likely to provide more income over retirement than simply purchasing an immediate annuity?

The bucket strategy and systematic withdrawal strategy are similar in theory but differ greatly in practice.

Not exact matches

The success of the 4 % rule in the U.S. may be an historical anomaly, and clients may wish to consider their retirement income strategies more broadly than relying solely on systematic withdrawals from a volatile portfolio.

The hypothetical illustrations below show how this investment strategy and the use of systematic withdrawals may fit as part of a well - diversified retirement income investment portfolio.

The structure of this plan includes investment strategies such as systematic Money Plan, Systematic Transfer and Systematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financiasystematic Money Plan, Systematic Transfer and Systematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financiaSystematic Transfer and Systematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financiaSystematic Withdrawals, which are ideal for customers who are confident enough to invest on their own without the help of a financial advisor.

«The plan is structured to include investment strategies like systematic investment plans, systematic transfer plans and also systematic withdrawal, which is good for customers who don't need any advice and would like to invest on their own,» he said.