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The unloved retirement planning

10/24/2022

 
At its core, retirement planning is simple. You trade income during your working years for income during your non-working years. To do this, you set aside a portion of today's income and accumulate enough so you can live off of it in retirement.
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To make money last through retirement, consider adding guaranteed income

12/8/2021

 
It's fair to say that until recently, T (and their advisors) were singularly focused on saving for retirement. Lately, however, the focus has shifted largely to how to make money last through retirement—a move from accumulation to decumulation.
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Is longevity annuity a smart choice for you?

3/24/2021

 
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.

Annuities in retirement income planning

3/10/2021

 
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.

Maximize guaranteed income in retirement

2/24/2021

 
Highly informational video by Morningstar, covering non-portfolio sources of income like Social Security and pension. The annuity discussion begins at 9:06.

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    ​206.486.8700 ext. 702
    ​info@elliottbayinsurance.com

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206.486.8700 ext. 702
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