As the CEO of a company whose mission is to help people secure retirement, I am obsessed with the unintended consequences of retirement planning and advice that focuses ...
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Annuities
According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns ...
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Find calmer seas with a retirement plan that includes safe income and eliminates the sour stomach that comes with market corrections. Read more at Kiplinger ...
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Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...
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OK, so it’s not exactly “fun.” But a new report says retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to ...
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Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...
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Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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When thinking about the role of annuities in a retirement plan in today’s extraordinary climate, however, many people will contemplate if it is prudent to buy an annuity ...
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