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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. […]
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Leave a Comment (0) →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 […]
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Leave a Comment (0) →Retirement-specific training and education programs by leading experts to help advisors and consumers make informed retirement decisions.
This quarterly newsletter is also made available to all retirement professionals seeking the practical application of new retirement readiness, counseling, planning, and income management concepts that build the retirement security of middle-mass and mass-affluent consumers.