
Forbes calls it a "golden era." Here's what caught my attention.
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I don't get excited about most new investment trends, and I've been investing and advising people since the 1980s, so I've watched the "next big thing" come and go more times than I can count.
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Which is exactly why this new source of retirement income stopped me cold.
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Forbes recently described a new category of income investment as entering a "golden era."
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And Bloomberg reported that the eye-popping yields on these investments are fueling a boom among everyday investors.
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So naturally, I started digging — and what I found wasn't another speculative fad…
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These new funds trade right on the NYSE and NASDAQ…
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And three years ago, barely a dozen of these funds existed.
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But today there are more than 100… holding over $140 billion.
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That's serious money, moving fast.
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Why the smart money is moving here before the crowd →
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But what interests me most isn't the headlines.
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It's what this could mean for your retirement.
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Because these investments are built to do one thing:
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Generate monthly income — without the $1.5 million Wall Street insists you need.
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Some folks are targeting $5,000 a month with around 10X less instead.
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I explain the whole thing in a short briefing.
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⇒ Watch the briefing: the income approach Forbes calls a "golden era" →
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Tim Plaehn
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