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The so-called longevity annuities can be a good fit for those who are delaying Social Security and who have good health and longevity in their family histories, says financial planning expert Michael Kitces in a conversation with Morningstar. Two academics discuss retirement income planning on WealthTrac by Consuelo Mack. The annuities discussion starts at 14:22, but the entire episode is worth watching. Highly informational video by Morningstar, covering non-portfolio sources of income like Social Security and pension. The annuity discussion begins at 9:06. |
AuthorElliott Bay Insurance Archives
July 2021
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