Monthly Income. Market Growth.
No upfront fees. No surrender penalties. Liquid assets.
At The Mutual Fund Store, we developed the patented Retirement Paycheck
service to provide you with steady income, while also allowing you to participate in the growth of the market. Retirement Paycheck offers several advantages compared to other retirement income strategies:
Steady stream of income.
1 to 5 years worth of monthly payments held in conservative securities. Monthly payments can offset inflation pressures allowing you to better meet your monthly expenses.
You get to be a long-term investor.
A portion of your assets is invested in a diversified mix of mutual funds with the longer-term goal of growing assets.
Designed to wait out down markets.
With 1 to 5 years worth of monthly payments held in investments like bonds and CDs, it can help you face a down market.
Watch as the founder of The Mutual Fund Store, Adam Bold, explains the Retirement Paycheck
service and how it can be used to plan for and provide a monthly income during retirement.
Avoid the annuity trap with Retirement Paycheck
|WHAT IS THE DIFFERENCE?
|Assets are liquid and available for withdrawal at any time
|Free from insurance fees or commissions
|An ongoing fiduciary duty to monitor your account