Under the Microscope: Fixed-Indexed Annuities With Guaranteed Lifetime Withdrawal Benefits
Under the Microscope: Fixed-Indexed Annuities With Guaranteed Lifetime Withdrawal Benefits
Although they are relative newcomers, Fixed Indexed Annuities paired with Guaranteed Lifetime Withdrawal Benefits, are one of the most popular annuity vehicles on the market today. But is this popularity warranted? In this report, we detail how this vehicle works and scrutinize it to determine whether its inclusion in a retirement portfolio could improve investor outcomes when compared to other strategies, including the common portfolio-only strategy.
What's Inside:
What's Inside:
- A background on Fixed-Indexed Annuities and Guaranteed Lifetime Withdrawal Benefits, as well as how the two commonly work together
- An analysis of this strategy compared to other annuity-based strategies and the portfolio-only strategy, which is the most common among retirees today
- A discussion of how this strategy may be misused
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