This short guide provides an overview of how Timeline’s decumulation technology can support Retail Investment Advisers (RIA) compliance with the relevant regulations. The system allows RIAs to illustrate, create and manage sustainable withdrawal strategy for their clients' retirement income portfolios. The system also ensures they provide evidence and maintain professional practice by complying with the relevant regulations listed in the below guide.
A short guide on how Timeline's decumulation technology can support RIA compliance
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Written by Abraham Okusanya
Updated over a week ago