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We Can Build Better Retirement Products
We Can Build Better Retirement Products I ... recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced ...- Authors: Joseph Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Publication Name: Retirement Section News
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Social Security benefits, before purchasing an annuity or investing in bonds. When middle-income retirees ... Social Security benefits, they might have all the “annuity” income they need, particularly if they reduce ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income Fast Facts Thank You The SOA’s Committee on Post Retirement Needs and Risks would ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017