Fixed index annuities, in combination with traditional retirement portfolio strategies, significantly improve the chances of creating sustainable income throughout retirement, according to "Planning with Certainty: A New Strategy for Retirement," a white paper prepared by Security Benefit Corp.
As part of its research, the company conducted tests on various joint and single life retirement scenarios. The tests were designed to determine the best allocation among a range of investment choices to optimize chances for retirement planning success, specifically not running out of money and leaving assets behind.
The white paper examined allocations between three modern strategies: Mutual fund systematic withdrawal, variable annuities combined with mutual fund systematic withdrawals and fixed index annuities (FIAs) combined with mutual fund systematic withdrawals.
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