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 Best for Middle- and Mass-Affluent Clients, Advisors Say
New research from the Secure Retirement Institute reveals what advisors working with pre-retirees and retirees say are the lifetime income “sweet spots”
Better Together: Fi360’s John Faustino Addresses Lifetime Income’s Need, Criticism and New Consortium
Guaranteed income in retirement plans is a big issue—big because it’s important, complex, and getting a lot of…
Fi360 Announces Formation of ‘Lifetime Income Consortium’
Nationwide and Alliance Bernstein have already committed
Nationwide, Capital Group, Annexus Team to Launch ‘Through’ TDF Income Product
The new target date fund series will ‘help plan participants optimize accumulation during their working years and maximize lifetime income in retirement’
Plan Sponsors Want Guaranteed Lifetime Income Options: Allianz Data
Annuity provider’s research shows strong plan sponsor interest mirrors participant desire for in-plan guaranteed income options in post-SECURE Act environment
Sex, Drugs and Financial Education: Rolling Stones’ Roadies Get Help
The pandemic forced shows of all kinds to postpone or cancel
Job Seekers Swayed by Plans Offering Guaranteed Lifetime Income?
New TIAA survey shows a benefit like annuities within retirement plans can help employers stand out in a competitive job market
The Strong Case for Lifetime Income in Retirement Plans: 2021 NAPA 401k Summit
'You insure your car, house, and now you insure against outliving your assets'
J.P. Morgan Links Retirement Product to AIG Annuity
J.P. Morgan Asset Management is launching a retirement income solution that will link directly with an AIG Life…
Retirement Expectations Don’t Align with Savings Behaviors for Many Over 40
Shocker: Many people over 40 have unrealistic retirement income expectations due to their own subpar savings behavior. According…