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Fixed Indexed Annuities: Consider the Alternative

ROGER IBBOTSON
January 02, 2018

Given the current low-yield environment, bond returns for the next several years will likely be based entirely on yield. Although the lower risk may be appropriate as we age, the returns may disappoint or be insufficient to maintain necessary income in retirement. This paper focuses on uncapped Fixed Indexed Annuities which, if structured properly, can help control financial market risk, mitigate longevity risk, and may outperform bonds over time.

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