To live in retirement on your terms, you need an effective strategy for managing your income, which includes taking income and withdrawals from your investments. Your strategy will depend on a variety of factors, including the length of your retirement, inflation, potential market volatility, your risk tolerance, spending needs and more.

Edward Jones Advisory Solutions Provides a Disciplined Approach for Your Retirement Assets

Obviously, your retirement income strategy requires numerous considerations. One solution that can help address them is Edward Jones Advisory Solutions. This advisory program can help simplify taking withdrawals from your portfolio while providing a comprehensive approach to managing your investments.

We begin with Comprehensive Investment Management

With Edward Jones Advisory Solutions, you work closely with your financial advisor to implement and refine your long-term financial strategy, and leave the daily investment decisions to a team of financial professionals dedicated to the program. Advisory Solutions utilizes a disciplined approach to managing your portfolio through asset allocation, professional investment selection. automatic rebalancing and ongoing review. This helps ensure that your retirement assets receive the attention they deserve, including when it comes to taking distributions.

A Disciplined Way to Take Withdrawals

Instead of trying to decide which investment to take income from, Advisory Solutions makes this process easy. We will automatically withdraw from the most overweight asset classes in your portfolio. This helps to rebalance your portfolio, bringing it back in line with your risk tolerance and goals.

For example, if your portfolio has become over weighted in international investments, we’ll sell some of these investments to provide income. The next time youre scheduled for a withdrawal, if your portfolio has become overweight in fixed income, we’ll take income from that portion of your portfolio.

By focusing on reducing volatility through automatic rebalancing regularly, and offering a disciplined method of providing regular income, Advisory Solutions may help you live in retirement on your terms.

Read more about Edward Jones Advisory Solutions. or contact your local Edward Jones financial advisor for more details.