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What is the RISA®
The RISA is a questionnaire that takes about 15 – 30 minutes to complete. It is designed to help you uncover your preferences for retirement income. Your answers to the research-backed questions produce a RISA® report that helps you understand how you’ll be most comfortable funding your retirement.
You and your financial advisor will be able to identify which “style” matches best to your preferences and how that can translate into a personalized retirement income strategy. The RISA framework identifies a collection of retirement income preferences that translate into retirement styles. A retirement style addresses how one seeks to source their spending in retirement. This framework provides a first step in the transition from saving for retirement to spending in retirement.
