Personalized optimal strategy to enhance the outcome in retirement
Enhance Retirement Outcome
As investors approach retirement, they face a range of decisions.
The first is when to claim Social Security and Pension. The longer they wait, the higher the benefit.
The next decision is whether they should purchase annuities and if so, which type.
If essential expenses are met with Annuities and Social Security, can the remaining assets be invested aggressively?
Income Discovery's proprietary one-click, personalized optimization utilizes all three levers to create a better outcome for the retiree.
We offer multiple tools and services to support
the full business process for retirement income
Implement Goals-Based Approach Using Income Discovery
Understand Income Discovery's approach in an interview with Dr Wade Pfau, PhD, CFA and Dr David Littell, JD, ChFC, CFP. The demonstration videos were shot during June 2013 with version 2 of the tool. Version 3 has had substantial changes since then, yet these videos are useful to understand the concept.