Income will determine whether your retirement is financially successful.
When you have enough income, you feel more secure. You worry less. You can spend more time doing what you want with people whose company you enjoy.
A new study shows how an income allocation strategy beats the traditional strategy of asset allocation, and delivers that additional income with less risk. Here’s a good description of the income allocation strategy.
The study examines different risk profiles for a 70-year-old male or female who, over the rest of their lives, will generate more income, lower volatility and a higher economic return when an income allocation strategy is implemented. Implementation for your age and risk profile will need to be customized, of course, to your personal circumstances.
For a free, no-obligation copy of my income allocation study, send a request to Ask Jerry.