In this whitepaper, you will learn:
• Mass manufactured retirement income strategies are not feasible during decumulation
• Each retiree has a unique personalized optimal strategy
• The personalized strategy is holistic – factors in all expenses and cash flows
• Piecemeal approach focusing on one lever leads to suboptimal results
• Synergistic optimization across all levers increases a retiree’s annual income by as much as 30%
