Moshe Milevsky Discusses Tontines for the 21st Century
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Retirement
An Interview Regarding Cash Value Life Insurance with Industry Reformer, Brian Fechtel, Founder of Breadwinners Insurance
Understanding the Value of Living Benefit Guarantees
Advisor Perspectives just published the first in a series of articles from Wade Pfau. These pieces are important and should be read by anyone considering guaranteed lifetime withdrawal benefits or any of the other optional...
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Questioning the Need for Bonds in Retirement
Conventional financial wisdom says that bonds should comprise an increasing percentage of a portfolio as the owner ages and heads into retirement.
In theory, a retiree’s need for income and a reduced tolerance for risk are the main drivers of the larger allocation to bonds.
A key consideration, though, is...
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Morningstar Research Quantifies the Value of Financial Planning for Retirement
New retirement income research from Morningstar provides a framework for quantifying the value of effective financial planning for retirement. Morningstar’s retirement research team uses the concept of “Gamma” to refer to the extra retirement income that can be attributed to better financial planning and decisions. The researchers concluded that retirees can generate roughly 29 percent more income using a “Gamma-efficient” retirement income strategy. This 29...
