4% Rule for Retirement is Golden No More
Eilene Zimmerman of the New York Times questions whether or not the “4% Rule” can work in an environment of low bond returns and high stock valuations (such as we have in early 2014). Read the full article >>
Tag: Variable Annuities
How Much is that Guarantee in the Window?
An outstanding whitepaper from Dave Loeper showing the true cost of annuity ownership. Read the full article >>
Gotcha! A Hard Look at the Annuity Business
Frank Armstrong III rightfully warns “The next time some young salesperson offers you an annuity, just say no!” Read the full article >>
Five Retirement Investment Mistakes to Avoid
Mitch Tuchman notes 5 key retirement investment mistakes that investors need to avoid “at all costs”. Read the full article >>>
Build Your Own Annuity
Build Your Own Annuity – Allan Roth
How Safe Are Annuities?
How Safe are Annuities? – Joe Tomlinson