For today’s issue of RIJ, we’ve retrieved several of our best income-planning articles from our archives. In each case, the adviser goes beyond the “safe withdrawal” method to design a customized, outcome-driven solution for the client.
A Wall Street Journal's article last weekend ('An Imperfect Solution to a Calamity') could have put structured variable annuities (aka registered index-linked annuities) in a much more positive light.
ETF issuers are looking to develop more active products that can earn higher fees. Almost half of issuers say they are developing (20%) or planning to develop (27%) non-transparent active ETF products.
'We anticipate next quarter sales to be flat with an upward bias given the steepening yield curve, as well as rising corporate bond rates and lower market volatility,' said Beacon Annuity Solutions CEO Jeremy Alexander.
59% of US households with traditional IRAs in mid-2019, or 21 million US households, had accounts that included rollover assets from employer-sponsored retirement plans, according to a recent survey by the Investment Company Institute.