Managing an income stream to last a lifetime and mitigating taxes are two important topics today. If you are looking for resources to help you with both of these goals, look for emails from Brinker Capital that spotlight:
- Tax management through Brinker Capital’s Destinations strategies
- Brinker Capital’s Personalized Distribution Strategy which incorporates a replenished cash reserve bucket to fund future distributions within our Destinations portfolios. More importantly, Brinker keeps you and your client appraised of how long money may last given the distribution rates and expected future returns.
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