Retirement Portfolio Models

Freedom Retirement Income Solution Portfolio Models
Your Freedom Retirement Income Solution account includes one of three investment portfolios designed to address both market risk and longevity risk. Based on your goals and personal tolerance for risk, your advisor will help you select the model that's right for you.

• Early Retirement
  60% Equity / 30% Fixed Income / 10% Alternative Investments
• Mid-Retirement Model
  48% Equity / 40% Fixed Income / 12% Alternative Investments
• Senior Retirement
  30% Equity / 60% Fixed Income / 10% Alternative Investments