Income Planning
Portfolio Waterfall
How income streams evaporate to a trickle.
Don’t let your retirement suffer from:
The Portfolio Waterfall™ Solution
New life is discovered when money flows across your portfolio creating a waterfall effect.
* Past performance may not be indicative of future results.
Annual Income Withdrawal Amounts
How the Portfolio Waterfall™ is Built
The PW strategy is built by investing in Growth, Growth and Income, Alternative, Core Bonds, and Cash Equivalent funds. Seven asset classes are used which gives you the ability to have money flowing into your income account during both bull and bear markets.