Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.
* 15% more starting income is calculated as the difference between using the Retirable Paycheck and following the “4% Rule” to decumulate your savings. Email email@example.com for more details.
† Source: PriceMetrix by McKinsey. Note that average fees for new accounts are based on households with assets of $1 million to $1.5 million (which tend to receive reduced pricing than accounts with lower assets). Fees do not consider portfolio expense ratios, because these may vary by client preferences.
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