Sentences with phrase «income on safe withdrawal rates»

We also discuss the value of an income annuity, and highlight a study by Morningstar on the impact of guaranteed income on safe withdrawal rates from portfolios.

David Blanchett, the Head of Retirement Research at Morningstar, recently published this study on the impact of guaranteed income on safe withdrawal rates from portfolios.

Not exact matches

Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.