One of the biggest concerns for retirees has always been, “Will my retirement nest egg last long enough to support my lifestyle?” Real Spend was designed with this concern in mind.
Real Spend aims to remove common behavioral investing mistakes while balancing asset preservation and growth, all in a liquid investment account that is designed to provide flexibility and peace of mind.
With a multi-year spending reserve of liquid assets to support current needs and fulfill short-term goals
With an investment portfolio constructed of not just fixed income, but also equities, to generate inflation-adjusted returns
With Risk Assist®, a systematic risk management strategy that seeks to protect the portfolio from large losses
Real Spend is engineered and managed to consistently support desired distributions for as long as investors need.
The longer people live, the longer their money has to last too. At Horizon Investments, we believe the best distribution strategy should strive to solve for today’s retirement income roadblocks, like:
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