1/18/2013 – To Annuitize, or Not to Annuitize: What Sways the Choice? (Advisor One)

All else being equal, why do some people choose a lump sum distribution while others opt for a systematic withdrawal? It’s an increasingly important question as worries grow over sustainable streams of income and the possibility of outliving ones assets. The answer initially appears quite simple—plan design. But it quickly gets complicated from there.

Read the full article at Advisor One.

1/22/2013 – Working Longer: Still the Best Path to a Better Retiremen...1/21/2013 – Employees want more help, automatic increases with retirement...