Insights
IncomePath Insights
Our thought leadership
First appearing in Advisor Perspectives, the importance of flexible spending to help people better understand the decisions they make in retirement.
How to throw out a concrete planning horizon to better handle longevity, reprinted with permission from Advisor Magazine, March 2024
Building a better retirement income plan using Income paths and flexible spending
The Ideas Behind
IncomePath
Beneath the simplicity of the guide and visualizations is the IncomePath methodology, the engine that allows the creation of an intuitive set of dynamic illustrations, helping people understand key concepts for retirement planning. You can learn more about our methodology in a white paper, “Freedom to Spend: Building a Better Retirement Income Plan Using Income Paths and Flexible Spending.”
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In the Media
Press coverage, podcasts, and recorded events
Cyril Tuohy of Life Annuity Specialist provided an overview of the key design elements behind IncomePath:
In Retirement Income Journal, Kerry Pechter provided an overview of the key design eexpands on the core IncomePath methodology from the Freedom to Spend white paper.
Emile Hallez at InvestmentNews touched on the connection between IncomePath and the work of Nobel Laureate Bill Sharpe:
Remy Samuels covered the launch of IncomePath for Planadviser and Plansponsor:
John Manganaro revisited the origin of the IncomePath concept and a piece that Michael Finke wrote for ThinkAdvisor five years earlier:
Amanda Umpierrez, for 401(k) Specialist Magazine, wrote up the launch of IncomePath:
