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Income Distribution

NextPhase: Retirement Made Clear

NextPhase: Retirement Made Clear

The NextPhase Income Distribution Planning Process focuses on a time segmented income distribution strategy for clients. It is key to spend years of accumulating assets in preparation for retirement, but it is just as important to have a plan for distributing those assets in an efficient way. Based on your goals, NextPhase can help!

<p>Retirement Income and the Traditional Portfolio</p>

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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