See how dividend-paying ETFs can provide your clients with steady income. 

ETFs are inherently structured to be:

1.    Diversified
2.    Transparent
3.    Cost-effective
4.    Tax-efficient
5.    Income potential

Sound Income Strategies launched two ETfs in 2020 with retirement portfolios in mind.

SDEI – The Sound Equity Income ETF (SDEI) is an actively managed exchange-traded fund (ETF). SDEI’s primary objective is to generate current income via a dividend yield that is targeted to be at least two times that of the S&P 500 Index.

SDEF – The Sound Enhanced Fixed Income ETF (SDEF) is an actively managed exchange-traded fund (ETF) that seeks current income while providing the opportunity for capital appreciation by investing in fixed income securities.

The Case for ETFs in a Retirement Portfolio

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DISCLOSURES

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus. A prospectus may be obtained by calling (833) 916-9056 or viewing here. Please read the prospectus carefully before you invest.
 
Investing involves risk, including the potential loss of principal. There is no guarantee that the Funds investment strategy will be successful. Shares may trade at a premium or discount to their NAV in the secondary market. The Fund is new and has a limited operating history. The Fund has a limited number of financial institutions that are authorized to purchase and redeem shares directly from the Fund; and there may be a limited number of market makers or other liquidity providers in the marketplace. These and other risks can be found in the prospectus. 
 
The Fund is distributed by Foreside Fund Services, LLC.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Retirement Income Source and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Retirement Income Source and Sound Income Strategies LLC are associated entities.