Retirement income, annuities, 401(k) plans and decumulation, for advisors building income for clients. Selected by our editors.
29 videos and podcasts · new this week: 4
It examines how guaranteed income is being incorporated into target date strategies, a structure relevant to retirement income planning. It also frames inflation persistence as a planning and portfolio-positioning issue rather than only a short-term market call.
It combines a macro and rates discussion with a walkthrough of a new savings vehicle's rules and investment options, which advisors may need to answer client questions on. The session is explicitly framed around implications for advisors and retirement savers.
New manager videos, podcasts and our own retirement & income stories on My Desk and in your morning edition.
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