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