Monthly income. Market growth.
No upfront fees. No surrender penalties. Liquid assets.
You get to be a long-term investor.
A portion of your assets are invested in a diversified mix of mutual funds with a longer term goal of growing assets.
Designed to wait out down markets.
With one to five years’ worth of monthly payments held in conservative securities, you can wait out a down market.
Steady stream of
income.
Monthly payments are adjusted regularly to offset core inflation rate increases, allowing you to enjoy your retirement years.
As a Retirement Paycheck client, you also will receive the high quality, ongoing account management The Mutual Fund Store is known for.