The Retirable Paycheck is designed to help you confidently spend more while making your savings last.
✓ Reliable monthly income you control
✓ Half the fee of your existing accounts
✓ Retirement specific investment strategies
Income planning isn't easy, but we make it feel that way. Your dedicated advisor will customize a spending plan built off your savings and other income sources to last through retirement.
Your spending plan will show what's safe to withdraw next to make your savings last through retirement. If you choose to spend more or less, your plan will dynamically adjust so you always stay one step ahead.
After you fund your account, we’ll manage your investments based on your retirement strategy to balance risk management with long-term growth. By staying dynamic, we can help the average client plan on having 25%* more income per month.
HOW IT WORKS
Review Your Plan
A Retirable advisor will review your savings, Social Security, and other income sources to put together a retirement spending plan
Open your account
You’ll open a new Retirable IRA with a portfolio built by retirement income specialists to manage your savings
spend more confidently
You decide how much you’ll need each month, and we’ll show what’s safe to withdraw every time to help your savings last.
enjoy your retirement
That’s it! You spend more time enjoying retirement while we manage your investments and apply tax and other strategies
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.
Tel: (833) 222-1807
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