Client Service The income-ing age
The economics of retirement distributions
Why do successful “accumulators” outlive their money? Because the investment rules change in retirement. Dr. Moshe Milevsky, Executive Director of The Individual Finance and Insurance Decision (IFID) Centre, studied the critical factors that lead to success or failure in retirement and distilled them down to three factors. Invesco Global Consulting then partnered with Dr. Milevsky, simplified the research, and created simple, persuasive communication tools designed for financial professionals to use with investors.
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“The Income-Ing Age” is based on Invesco Global Consulting's work with Moshe Milevsky, Ph.D. Invesco Distributors, Inc. is affiliated with neither Moshe Milevsky nor The IFID Centre.
This material is for illustrative, informational and educational purposes. We make no guarantee that participation in this program or utilization of any of its content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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