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A Smart Way to Develop Retirement Income Strategies
nancialwellbeing-report-final-january.pdf. 4 U.S. Bureau of Labor Statistics, “Automatic Enrollment ... or 401(k) plan without having to purchase an annuity. Many administrators can calculate the RMD and ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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A Smart Way to Develop Retirement Income Strategies
any IRA or 401(k) plan without purchasing an annuity, something many retirees are reluctant to do and ... premium immediate annuity, guaranteed lifetime withdrawal benefit or fixed index annuity. Another possibility ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments