Browsing Tag
Lifetime Income
106 posts
Lifetime Income refers to a financial strategy or product designed to provide clients with a steady stream of income for the rest of their lives. RIAs use this concept in retirement planning to ensure clients can cover essential expenses and maintain their lifestyle without the risk of outliving their assets. It often involves annuities, systematic withdrawals, or investment portfolios structured to generate sustainable income over a client’s lifetime.
Annuities in Retirement Plans: Tamiko Toland’s Insights on Guaranteed Income Solutions
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland.
With ‘Peak 65’ Nearing, More Advisors Consider Annuities
New RetireOne and Allianz Life survey finds that more Baby Boomers cite concerns with inflation and market volatility on their retirement savings
AmericanTCS, Allianz Life Partner to Offer In-Plan Guaranteed Income Option
Fixed index annuity designed to be within a managed account now available to DC plans on the American Trust Platform
Lifetime Income Solutions in 401(k)s
Allianz Life’s Joe Hendrickson and American TCS’ Brian Lenz Discuss Market Momentum
Nuveen Extends TDF Platform with New Lifetime Income Series
The Nuveen Lifecycle Income Series is structured as a CIT and is only available to qualified retirement plans
‘Peak 65’ Women Show Interest in Annuities, Despite Unfamiliarity
New study by Alliance for Lifetime Income and CANNEX explores how future retirees are using protected income to afford retirement
American Interest in Adding Annuities to 401(k)s Still Rising
Allianz Life study finds interest has grown significantly as most Americans worry about running out of money from their employer-sponsored plan during retirement
Nationwide Launches Buffer-Protected Annuity Product
The new registered index-linked annuity by Nationwide offers a buffer protection of 10% and 20%
Lifetime Income Illustrations, Bill Sharpe and Immediate Annuities Explained in New e-Guide
Michelle Richter-Gordon and Mark Chamberlain’s ARC launch educational website in advance of Q2 2023 statements being sent to DC plan participants
Concerned Over Investment Protection, Retirees Look to Lifetime Income
Global Atlantic Financial Group found 70% of retirement age investors have spoken to financial professionals about conservative asset allocations