Retirement Paycheck™
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The Retirement Paycheck™ is a service for retirees and those nearing retirement designed to provide the income you need and still participate in the growth of the market. There are no expensive upfront fees, no surrender penalties and your assets are liquid. Retirement Paycheck™ clients also receive the high quality, ongoing account management The Mutual Fund Store® is known for.
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 your 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.