November 27, 2014- A few years ago, the Principle Financial Group published a white paper that compared two of the most popular retirement income strategies: systematic withdrawals and the bucket strategy. It found that the bucket strategy may provide psychological benefits to clients. However, managing a segmented bucket strategy can be a headache for advisors.

In an article published over the weekend in InvestmentNews, Mary Beth Franklin addresses this issue and how IncomeConductor can alleviate the headache for advisors by monitoring the performance of each bucket and calculating whether specific investments need to be adjusted to create retirement income now and in the future.

IncomeConductor is part of the WealthConductor program that provides advisor training, marketing, technology and practice management support to help advisors capture a slice of the growing retirement income planning market.

To read the entire article, click here