Generate Retirement Income in Today's Market.

With the Fed's recent rate cuts, and potentially more on the way, it's tricky to plan your investment strategy—especially if producing current income is part of your plan.

Real yields on U.S. Treasuries are barely outpacing inflation, and other options aren't much better. Annuities are relatively expensive and high-yield bonds, while attractive, expose investors to risk, especially in an uncertain business environment.

What can an investor do to generate income? We have developed a strategic approach that combines select higher-credit corporate bonds and dividend-paying stocks to generate income while managing risk. This strategy has proven to be very effective for our clients.

If you have $500,000 or more to invest, get our free guide to learn more about generating cash flow and income with this strategy. Topics covered include:

  • The downsides of other income-producing options, such as annuities and closed-end funds (CEFs)
  • How dividend stocks can help reduce downside volatility
  • The importance of choosing the right corporate bonds and dividend stocks
  • The tax advantages of dividend stocks
  • Plus many more reasons this strategy can help you generate income in retirement

If you have $500,000 or more, fill out the form to get your free report today!

A Quick Word About Zacks

Zacks Investment Management has been helping investors meet their financial goals since 1992. Currently we are entrusted with billions in assets by investors just like you. These people turn to Zacks because of our ability to create customized portfolios with many top rated strategies by Morningstar.*

* These ratings were awarded by Morningstar on 10/1/2024 in respect of the period from strategy inception to 9/30/2024 (Inception Dates: All Cap- 2/1/1995, Focus Growth- 2/1/2003, Dividend- 4/1/2004, Mid and Small Cap- 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this document.