Delivering Personalized, Optimal Retirement Income Strategies at Scale

June 2, 2021 | Income Discovery

Personalized Retirement Income Planning is more important than ever 

The transition from Defined Benefit (DB) to Defined Contribution (DC) plans has placed the risk and responsibility for converting savings into a safe stream of retirement income squarely on the shoulders of the retiree, who has little potential to succeed without professional guidance. A retiree’s primary goal is to maximize retirement income while minimizing the risk of outliving it. To do this, they need to balance their retirement lifestyle expectations and investment allocation over a potentially long and uncertain timeframe. This is a complex problem for retirees to solve by themselves; they need professional guidance.

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