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.
Continue Reading for Free
Register and gain access to:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
