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Showing 9 Results of 512

Case Study

Jan 24, 2023
Spencer Hall and his fee-only firm, Retirement Planning Services, LLC, used fixed index annuities to...

Podcast

Jan 17, 2023
In this episode, we talk to David Lau, a RISA® Advisory Board member. David is...
Neal Templin
Jan 16, 2023
Rising rates have made annuities of all stripes more interesting investments, but two in particular...

Podcast

Jan 02, 2023
During this podcast episode, Ted Denbow, Vice President & Head of sales at RightCapital, Ross...
Vanya Horneff, Raimond Maurer & Olivia S. Mitchell
Jan 01, 2023
This paper investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their...
David Lau
Dec 27, 2022
The annuity market is booming and for good reason. The economic and market upheavals experienced...
Haley Cawthon
Dec 20, 2022
While 2022 is proving to be yet another year for the record books when it...

Article

Dec 20, 2022
There’s a common retirement rule of thumb that you should withdraw 4% of your savings...
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Article

Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the...