Retirement Paycheck®

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Please enter your information below and a local Mutual Fund Store® advisor will contact you to review your financial needs and discuss our Retirement Paycheck® service.

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Existing clients, please click here to select your location and Advisor.

 
 
 
 
 
 
 
 

The Retirement Paycheck® is a service for retirees and those nearing retirement designed to provide the income you need and still participate in the growth of the market. There are no expensive upfront fees, no surrender penalties and your assets are liquid. Retirement Paycheck® clients also receive the high quality, ongoing account management The Mutual Fund Store® is known for.

You get to be a long-term investor.


A portion of your assets are invested in a diversified mix of mutual funds with a longer term goal of growing assets.

Designed to wait out down markets.


With one to five years’ worth of monthly payments held in conservative securities, you can wait out a down market.

Steady stream of income.


Monthly payments are adjusted regularly to offset core inflation rate increases, allowing you to enjoy your retirement years.

*The July/August 2009 edition of Wealth Manager magazine ranks The Mutual Fund Store® No. 1 for the second consecutive year in the number of client relationships among financial advisory firms in the U.S not registered as broker/dealers, banks or trusts. As of June 2010, The Mutual Fund Store® investment advisors collectively served more than 29,000 clients. The Mutual Fund Store is a nationwide system of registered advisory firms which includes independently-owned and -operated franchise stores and company-owned stores. Ask your advisor about your Store's specific client and asset information.