Meeder Target Withdrawal Portfolios
AVAILABLE AT PRIMERICA
Meeder Target Withdrawal Portfolios offer a demonstrated alternative to traditional retirement investment scenarios for qualified and non-qualified accounts. We offer four actively managed target-withdrawal model portfolios designed to meet desired withdrawal rates from 3-7% while managing risk.
Each Target Withdrawal portfolio utilizes our Growth, Defensive Equity, and Fixed-income strategies providing a diversified foundation on which investors can build specific goals, make decisions, and avoid emotional investing mishaps.
Each Target Withdrawal portfolio utilizes our Growth, Defensive Equity, and Fixed-income strategies providing a diversified foundation on which investors can build specific goals, make decisions, and avoid emotional investing mishaps.
Primerica Portfolio Resources
Meeder Target Withdrawal Portfolios Overview
Meeder Target Withdrawal Portfolios Brochure
Meeting Retirement Income Needs: In Defense of More Growth White Paper
Meeder Target Withdrawal Portfolios Performance
Meeder Target Withdrawal 3-4% Portfolio Fact Sheet
Meeder Target Withdrawal 4-5% Portfolio Fact Sheet
Retirement Planning Calculator
The Retirement Savings Calculator is an effective tool to illustrate the importance of investing in retirement planning. It allows investors to estimate how long retirement savings will last based on factors such as the starting retirement balance, annual target withdrawals, after-tax rate of return, and annual cost of living adjustments. By adjusting these variables, the calculator visually demonstrates the potential impact of withdrawal rates and portfolio performance on retirement longevity. This personalized insight helps showcase the value of actively managed investment solutions in addressing longevity risk, optimizing income, and providing a clear plan to meet spending needs through retirement.
Investing involves risk, including the potential loss of principal. This calculator is for illustrative and educational purposes only and is not intended to provide specific investment, tax, or legal advice. The results shown are based on the assumptions provided and do not represent actual investment results or guarantees of future performance. Changes in market conditions, inflation, and individual circumstances may significantly impact the longevity of retirement savings. Users should consult with their financial advisor to create a personalized retirement strategy tailored to their specific needs and goals.
Investment advisory services offered by Meeder Advisory Services, Inc.
Investment advisory services offered by Meeder Advisory Services, Inc.
Advisor Consulting Team
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Leadership Team
Tim Brand, CFA®, CAIA®
Senior Vice President, Head of Distribution, Advisor Consulting
Dan O'Toole
Senior Vice President, Strategic Initiatives, Advisor Consulting
David Lien, CAIA®
Vice President, Internal Sales & Operations
Chris Engel
Vice President, Private Wealth – Sales & Consulting
Regional Consultants
Kevin Bosch
Senior Regional Consultant
Garrett DeSalle
Internal Consultant
Ross Emrick, BFA
Senior Regional Consultant
Ron Francisco
Regional Consultant
Blake Holbrook
Regional Consultant
Cody Holbrook
Senior Internal Consultant
Byul Jheong
Internal Consultant
Will Naas
Regional Consultant
Troy Oehler
Internal Consultant
Eddie Pollina
Internal Consultant
Joe Tocyloski
Senior Regional Consultant
Michael Walling
Regional Consultant
Contact Us
If you need assistance with the calculator and/or would like more information on Meeder Target Withdrawal Portfolios available at Primerica, please reach out to us.
Looking for someone specific? Find their contact information in the Advisor Consulting Team section above.
Not sure who you need to talk to? No problem. Just complete the form and we'll be in touch soon.
Looking for someone specific? Find their contact information in the Advisor Consulting Team section above.
Not sure who you need to talk to? No problem. Just complete the form and we'll be in touch soon.
