When should you get an immediate annuity? – Updated

retirementI always marvel at a good writers’ ability to digest a complex topic down to its’ essence! Robert Powell did just this in his article titled When are income annuities right for you? Rather than steal his thunder, I recommend you read his article for yourself.

Source:  Robert Powell’s Retirement Portfolio (Wall Street Journal’s Market Watch) Sept. 7, 2013, 6:00 a.m. EDT

Prior blog on the paper Robert Powell references in his article.

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3 Responses to When should you get an immediate annuity? – Updated

  1. Larry Frank, Sr. September 11, 2013 at 3:15 pm #

    Ken Steiner, Fellow of the Society of Actuaries, Retired, posted this blog on his excellent blog site: http://howmuchcaniaffordtospendinretirement.blogspot.com/2013/09/life-expected-income-breakeven.html

  2. Larry Frank, Sr. October 10, 2013 at 9:54 am #

    One of my collaborators on the research referenced in this blog about breakeven calculations between immediate annuities and managing the portfolio posted a short video describing our work

    http://blog.betterfinancialeducation.com/behavior-corner/comparing-immediate-annuities-with-managed-portfolios/

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  1. Comparing Immediate Annuities with Managed Portfolios | Better Financial Education Blog - October 10, 2013

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