in Practice Management, Segmentation

Kerry Pechter of the Retirement Income Journal recently published an article highlighting WealthConductor co-founder Phil Lubinski, and his approach to a specific income plan challenge using the IncomeConductor software.

The article follows Phil as he constructs a time-segmented, or “bucketed” plan for the clients dubbed Mr. & Mrs. M. T. Knestor. The plan takes their $663,000 in savings, and supplements their monthly social security and pension income with a steady flow of investment income, as well as leaving them with an ending balance in both favorable and unfavorable market scenarios.

Pechter also discusses the philosophy of the bucketing strategy and the various features and perks of the IncomeConductor program.

Click the link below to read the full article:

An Income Strategy for ‘M.T. Knestors’

To learn more about this plan, and how IncomeConductor is flexible to meet almost any retirement income challenge, Contact Us today.