Sentences with phrase «adjusted immediate annuities»

Immediate annuities, inflation - adjusted immediate annuities, variable annuities, variable annuities with guaranteed income riders, deferred annuities that function as a form of longevity insurance, annuities with long - term care riders, fixed annuities, equity index annuities, equity indexed annuities with guaranteed income riders...

Ask them for payout levels on inflation - adjusted immediate annuities, and watch your jaw drop as you see how relatively low the payments are.

«In some ways a plain - vanilla, inflation - adjusted immediate annuity may be the best thing for people, but they don't like it, so how do you respond?»

Not exact matches

For example, a 65 - year - old man who invests $ 100,000 today would receive a fixed payment of roughly $ 540 a month for life with a regular immediate annuity vs. an initial payment of $ 375 with an inflation - adjusted annuity (although that smaller payment would rise with inflation over time).

The upshot, though, is Warshawsky concluded that while an annuity didn't always outperform systematic withdrawal, an annuity provided more inflation - adjusted income throughout retirement often enough (with little risk of ever running out) so that «it is hard to argue against a significant and widespread role for immediate life annuities in the production of retirement income.»

Scott Burns about When to Receive Social Security «If we look at the lost immediate benefits as an investment, a year of benefits gives us a lifetime inflation - adjusted annuity equal to 8.0 percent of the benefits we opted not to take.

One key finding is that retirees can take advantage of immediate annuities» guaranteed lifetime income while investing less money upfront if they're willing to adjust their spending and withdrawals from the rest of their savings throughout retirement based on how the financial markets are performing.