Browsing Tag
Lifetime Income
108 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.
3 Things Employees Want Now from Their 401(k)
New Mercer report on employee financial stress reveals areas where plan sponsor help is most desired
Employees Crave More Help to Create Lifetime Income Strategies
Invesco DC study reveals majority feel alone in identifying best strategy and want more employer help in navigating the transition to retirement income
Purpose-Driven Profits
How American Century Investments’ unique structure is paying dividends for participant health, wealth and retirement
Fewer Americans Believe Retirement Savings Will Last Their Lifetime
New Alliance for Lifetime Income and CANNEX research shows significant dip in confidence from a year ago
‘Income Blueprint’ Tool Evaluates In-Plan Guaranteed Income Options
American Century launches tool for retirement plan fiduciaries
Today’s ‘No Normal’ Retirement Journey Mapped Out
New resource from 29 leading retirement, finance, health, and aging experts designed to help people planning for and living in retirement
What’s the Top (Current) Financial Concern for Women?
'Low levels of inflation preparedness were evident across all income levels'
RIAs, Broker-Dealers More Concerned Than Workers About Inflation, Recession
Four out of five Americans cite inflation and recession anxieties as top retirement income concerns in new study from The Alliance for Lifetime Income and CANNEX
The Problems With Lifetime Income Disclosures
A voluntary estimate of lifetime income based on accumulated savings has merit, but …
Awesome in Austin: Broadridge Fi360 Annual Conference Starts Sunday
Conference regulars Reish and Roberts will cover several regulatory items, including PTE 2020-02