Annuitization is one asset management strategy for retirees seeking to secure lifetime income. The US annuity marketplace offers a variety of annuity contracts,
The past 50 years have seen an abundance of research on retirement planning and longevity risk. Reviewed here is the academic side of the research and its varie
Strategies, products, and public policies that will help a new generation of retirees maximize income and minimize risk. As members of the baby boom generation
Creating Retirement Income, a Lightbulb Press book, is for anyone thinking about retirement planning and variable annuities. Planning for retirement and creatin
Two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue of where