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Advanced Time Segmentation®

Advanced Time Segmentation® incorporates a segmented strategy that matches unique retirement income needs with time-segmented investments. This approach segments retirement assets into three categories based on the period of time in retirement when the assets are expected to generate income.

Immediate Income

5-7 Year Period

Short-term assets matched to your short-term liabilities

Future Income

7-15 Year Period

Designed to replenish the fixed income portion of segment one.

Long-Term Growth

15+ Year Period

Long-term assets are matched to long-term liabilities

Learn more about Advanced Time Segmentation®