The Debate on Equity Indexed Annuity Returns Continues
Two recent articles continue the often contentious debate on...
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Blogs
Writing the Book on Retirement Portfolios
Anyone thinking about retirement income should pick-up a copy of Retirement Portfolios by Michael Zwecher. This recommendation applies to both financial...
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Demography and Deflation
Japan’s experience over the past 20 years provides solid support for those who believe that there is a causal link between demographics and...
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GAO Retirement Income Study Bullish on Annuities
At the request of Wisconsin Senator Herb Kohl, the Government Accountability Office (GAO) just released a study that provides an assessment of the current state of the retirement income market in the United States.
For those interested in retirement income, the study is full of interesting data and conclusions. Some...
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Retirement Planning Options
What options are available to a soon-to-be retired household that is financially constrained? What levers can be pulled if desired retirement spending is not realistic in light of retirement savings?
The financial profile we developed in related articles offers a case study of a financially constrained household.
What options are available to a soon-to-be retired household that is financially constrained? What levers can be pulled if desired retirement spending is not realistic in light...
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