Withdrawal options that meet your needs
Different people have different needs as far as income is concerned. The Principal Path for Income program is designed to allow you to control your cash flow during retirement.
Just let us know how much you need and select a withdrawal schedule:
- Monthly
- Semi-monthly
- Annually
Your shares will be redeemed proportionally from each mutual fund in your portfolio, based on your asset allocation.
What are your withdrawal options?
The Principal Path for Income gives you great flexibility in how you
receive your periodic withdrawals. They may be:
- Deposited automatically in a Principal Bank Checking Account
- Deposited automatically in a Principal money market account
- Mailed to you as a separate check from each fund in your portfolio
- Deposited directly into the financial institution account you specify
What withdrawal strategy is appropriate?
To make sure you don't outlive your retirement assets, you need to plan
your withdrawal strategy carefully. Principal retirement experts can help you
plan a retirement income strategy that will help you make your retirement
money last.
Back to Principal Path for Income
Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained by:
- Calling 1.800.222.5852 and requesting a prospectus (all share classes)
- Downloading a prospectus (A, B & C shares)
- Downloading a prospectus (J shares)
- Requesting a prospectus be mailed to you (A, B & C shares)
- Requesting a prospectus be mailed to you (J shares)
Please read the prospectus carefully before investing. See the mutual fund section of our site for a description of the different share classes.
