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If “leveraging” is a strategy of using borrowed money to increase the return on an investment, how does the income allocation strategy leverage your retirement assets to increase the return of your investment for future retirement income?
What is the” number one” differentiator between asset allocation theories and income allocation theories?
The income allocation process will include a written income plan to achieve a high probability of success when defining your planned outcome of your income plan in retirement. What risks, issues and opportunities will be addressed in this written income plan?
Income allocation planning addresses your need to have a portion of your assets earmarked for “later use” in retirement in a “liquidity and growth bucket”. What type of financial products should be used in this “bucket”?
Market risk and market volatility can affect our ability to withdraw income from our retirement assets if:
Which four factors should be addressed when considering diversification in your income allocation income plan?