FOR PNC INVESTMENTS FINANCIAL PROFESSIONAL USE ONLY.
IMPORTANT: The projections or other information generated by the iRetire tool (the "tool") regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Any information contained in or generated by the tool should not be construed as or relied upon as investment advice, research or a recommendation by BlackRock Investments, LLC or any of its affiliates (collectively, “BlackRock”) regarding the use or suitability of any particular asset allocation, fund or overall investment strategy. The tool is designed to be used in consultation with a financial professional and should not be relied on as a primary basis for an investment decision. Only an investor and his or her financial professional know enough about the investor's circumstances to make an informed investment decision.
The tool and BlackRock’s CoRI methodology do not guarantee sustainable lifetime income or protect against loss of principal. There can be no assurance that an investment strategy based on the tool or BlackRock’s CoRI methodology will be successful.
A number of factors may contribute to variations in lifetime income. For example, the CoRI methodology does not reflect the fees, expenses and cost that may be associated with an annuity or any other retirement income product that an individual may purchase, nor does it reflect any assumption that such a product will be available for purchase at any point during the investor’s retirement.
Carefully consider a fund's investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the fund's prospectus or, if available, the summary prospectus, which an investor may obtain by visiting each fund company's website or contacting his or her financial professional. Read the prospectus carefully before investing. For BlackRock Mutual Funds and iShares ETFs, visit the prospectus pages at www.blackrock.com.
The PNC Investments Capital Directions portfolios are offered through PNC Investments LLC, an affiliate of The PNC Financial Services Group, Inc. ("PNC"), through the Capital Directions program. BlackRock is not affiliated with PNC and its affiliates. BlackRock does not endorse the PNC Investments Capital Directions portfolios. The PNCI portfolios that are available in the tool may comprise a significant percentage of underlying BlackRock products. Information regarding any PNCI portfolios does not constitute investment advice or a recommendation from BlackRock.
For more detailed information regarding Capital Directions, please carefully review the PNC Investments Form ADV disclosure brochure.
Capital Directions is a registered trademark of The PNC Financial Services Group, Inc. and is a proprietary product of PNC Bank, National Association.
PNC Investments receives additional compensation, referred to as revenue sharing, from the advisors or distributors of the mutual funds offered in Capital Directions, which compensates PNC Investments for administrative services provided to them by PNC Investments and is based on the amounts customers of PNC Investments invest in those mutual funds in the Capital Directions Program. For details, please refer to the Form ADV disclosure brochure for Capital Directions.
PNC Investments and BlackRock do not provide legal or tax advice.
The iRetire tool and CoRI methodology have been developed by BlackRock to illustrate potential outcomes of an investor's retirement income plan. The iRetire tool is not intended to provide investment advice.
Investing involves risk, including possible loss of principal
Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
The tools are provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tools (and any results obtained from their use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tools including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tools are subject to BlackRock Terms and Conditions.
This information is intended for use in the United States. This information is not a solicitation for or offering of any investment, product, or service to any person in any jurisdiction or country in which such solicitation or offering would be unlawful.
The tool does not reflect any applicable advisory program fees that may be charged by PNC Investments. PNCI offers these PNCI portfolios only as part of Capital Directions, a wrap program with an ongoing advisory fee. Review the PNC Investments ADV for more information on fees.
BlackRock does not have investment discretion over, or place trade orders for, any portfolio or account derived from the portfolios shown in the tool.
The information on funds not managed or distributed by BlackRock is provided for illustration only and should not be construed as an offer or solicitation from BlackRock to buy or sell any securities.
The investment selections identified in the tool do not represent the full universe of investments that could compose a portfolio. The investment selections available in the tool are limited to the PNC Investments Capital Directions portfolios. Other investments not considered may have characteristics similar or superior to those that are included.
The BlackRock mutual funds and iShares ETFs are distributed by BlackRock Investments, LLC.
BlackRock Fund Advisors, an affiliate of BlackRock Investments, LLC, is a registered investment adviser.
© 2024 BlackRock, Inc. All rights reserved. BLACKROCK, iRETIRE, ALADDIN, CoRI and iSHARES are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.
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