Archive for Uncategorized

Making Retirement Sustainable: Revisiting the Role that Income Annuities Can Play (2015)

Editor’s note: We obtained permission from CANNEX to reprint their 2015 research paper that explains the math behind how annuitizing a portion of assets benefits a client’s retirement income and legacy. This paper builds on a 2002 paper by Ameriks et al that showed the effects of annuitizating 0%, 25% and 50% of a portfolio. […]

Read more →

Posted in: PROVIDE Retirement Income, Retirement Investing and Investments, Uncategorized

Leave a Comment (0) →

Longevity Plan

by Danny L Quant, FIA, Zorast Wadia, FSA, MAAA, EA, and Daniel Theodore, FSA, MAA Editor’s note: After almost 25 years in employee and consumer financial planning and retirement education, it’s clear to me the importance of plan design in overcoming behavioral finance issues and lack of financial literacy. In the future, it will be […]

Read more →

Posted in: Uncategorized

Leave a Comment (0) →