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Can Depleting An Account Possibly Be A Good Idea?A sound retirement strategy may involve depleting accounts. Retirement means overcoming several psychological barriers. A strategy and scenario for depleting an

Targeted Distribution Funds: Solving Retirees' Income Problems

NOVEMBER 26, 2019 • RON DELEGGE

Inventing new products to solve difficult financial problems has been a mainstay of the mutual fund industry. In the 1990s, the fund industry introduced target-date retirement funds. That was followed by the launch of target-maturity bond funds that customize a person’s fixed-income exposure to a defined year.

By extension, the exchange-traded fund industry has done plenty of innovating itself. And the latest twist could someday rival the popularity of previous inventions: targeted distribution funds.

Sometimes referred to as “managed payout funds,” targeted distribution funds aim to deliver lifetime income payments via a minimum distribution amount. Certain funds offer a specified monthly payout while others deliver variable payments based upon fund performance. Let’s examine ETFs that follow this strategy. CONTINUE READING

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Investors Objectives are Changing from Accumulation to Drawdown

There are 79 million baby boomers and over the next 30 years a staggering 10,000 people a day will retire. The macroeconomic and demographic demands of this post-WW2 generation will reshape the investment management industry, as the focus of baby boomers shifts from wealth accumulation to finding solutions to manage the drawdown phase of their investment lives.

Managing for Drawdown