IncomePath

IncomePath helps clarify important retirement income decisions about spending, investment risk, and lifetime income. IncomePath starts with a step-by-step guide that helps people envision possible lifestyles through a conversation about income goals and the impact of spending, investment, and financial product choices. “My IncomePath” visually brings these concepts to life in an intuitive and simple format. Financial professionals can develop a retirement income path that allows clients to easily create their own plan with the right amount of lifetime income and investment risk. IncomePath will be available to financial professionals by subscription in the first half of 2024.