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Right now’s Discuss Your Guide is delivered to you by LifeX:
On at this time’s present, we spoke with Nate Conrad, Head of LifeX to debate their new month-to-month retirement revenue funds launching in January.
On at this time’s present, we talk about:
- What the LifeX revenue fund is and the way it works
- The distinction between this fund, and annuities
- Why this fund had not existed but
- Getting beneath the hood of the LifeX revenue fund, and the way it’s in a position to generate month-to-month payouts
- Why payouts are totally different relying in your beginning age
- How LifeX is ready to generate increased yields than US Treasuries
- Using inflation safety throughout the LifeX revenue funds
- How the mechanics work for providing a brand new fund for every beginning yr
- Tax efficiencies with LifeX revenue funds
- Charges and prices related to LifeX revenue funds
- Using the LifeX revenue fund inside a diversified portfolio
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Wealthcast Media, an affiliate of Ritholtz Wealth Administration, acquired compensation from the sponsor of this commercial. Inclusion of such commercials doesn’t represent or indicate endorsement, sponsorship or suggestion thereof, or any affiliation therewith, by the Content material Creator or by Ritholtz Wealth Administration or any of its workers. Investing in speculative securities entails the danger of loss. Nothing on this web site ought to be construed as, and will not be utilized in reference to, a proposal to promote, or a solicitation of a proposal to purchase or maintain, an curiosity in any safety or funding product.
The LifeX Funds aren’t annuities or different varieties of insurance coverage contracts, and the distributions supplied by the LifeX Funds aren’t assured or in any other case backed by an insurance coverage firm or by any third occasion.
The funding goal of the LifeX Funds is to realize revenue and a excessive degree of dependable month-to-month distributions whereas sustaining the security of the principal quantity of every fund’s investments. For extra details about LifeX, please go to www.lifexfunds.com. The LifeX Funds are bought to individuals of a single gender who had been born in a selected calendar yr specified within the related prospectus. Earlier than investing/allocation choice, buyers ought to (i) think about the suitability of this funding with respect to their funding goal and particular person scenario and (ii) think about elements equivalent to their internet value, revenue, age and threat tolerance. Funding ought to be prevented by these with very critical or life-threatening well being issues.
It is best to think about the funding goals, dangers and prices and bills of the LifeX Funds fastidiously earlier than investing; the prospectuses comprise this and different data. Prospectuses for the LifeX Funds could also be obtained by calling 855-609-3680. Alternatively, you might click on the hyperlinks beneath:
LifeX Earnings Funds: right here.
LifeX Inflation-Protected Earnings Funds: right here.
Investing entails dangers. Principal loss is feasible.
The LifeX Funds are distributed by Foreside International Companies, LLC.
Anticipated launch date: January 2024. The LifeX Funds haven’t but commenced operations, and their shares haven’t beforehand been provided. Due to this fact, the LifeX Funds shouldn’t have any monetary historical past. Distribution charges mentioned herein are primarily based on estimated preliminary buy costs within the funds’ prospectuses as revised 11/3/2023.
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