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The income-ing age

Landscape with senior citizen bird watching

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.

Download the fact card.

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