Retirement lifestyle planning tool
This innovative retirement planning tool draws upon institutional insights from the health of Defined Benefit Plans - the funded ratio - to help determine if your clients will have enough money to meet their retirement income needs.
Russell Investments Automatic Rebalancing provides the option for clients to authorize automatic rebalancing in order to maintain their agreed upon target asset allocation for their Russell investments Pool.
This not only saves you time, but introduces a higher level of portfolio discipline and risk management to your clients' portfolios.
Russell Investments model portfolio allocations
Show clients what their portfolio could look like if they were a conservative, moderate, or aggressive investor using the nine Russell Investments Model Portfolios.
Tax illustration tool
The Tax Illustration Tool is intended to show a comparison of the growth potential of a primary product investment versus a comparison product investment over a thirty year period and the difference in after-tax income from the distribution, withdrawal and/or systematic withdrawal of a primary product investment versus a comparison product investment.