The durable income approach is a strategy for optimizing the performance of a traditional retirement portfolio in order to help investors maintain the income necessary to fund the lifestyles they enjoy throughout retirement.
As part of a comprehensive financial plan, durable income focuses on the importance of incorporating investments that provide income generation, principal protection, inflation protection, tax efficiency and long-term capital growth characteristics into your portfolio.
When added to a well-balanced portfolio, investments rooted in a durable income approach can deliver income and other financial characteristics beyond the scope of traditional retirement strategies. For this reason, we believe that in order to establish the retirement income plan right for them, investors must consider including or increasing the portion of their funds set aside for durable income-oriented investments. Please download our whitepaper to learn more.
Resource TypeWhite Paper
Publish DateSep 19, 2013