Haddon Township NJ 08108                                                           609-332-4918                           JSilvagni@MauiWealthSolutions.com                                                 .

Hypothetical Strategic Income Model
This example illustrates a hypothetical income approach targeting approximately 6% annually, using a baseline structure of roughly 90% allocated to growth and 10% held in a money market for liquidity (assumed ~3% in calculations). The strategy is designed to generate income while maintaining long-term growth potential, rather than relying solely on asset liquidation. The money market portion is intended to support income needs during periods of market volatility, allowing the growth portion to remain invested. Adjustments may be made over time based on market conditions to help manage risk and support sustainability. The objective is to provide a more consistent income stream while reducing the impact of market volatility and sequence-of-return risk on withdrawals.

Educational & Illustrative  purposes only, not guaranteed. Actual results depend on market performance, allocation, and adjustments over time.