Finding the optimal balance in an annuity is a sophisticated game of trade-offs. Explore this delicate dynamic and then dive into four other compelling stories in this edition of “The FIDx Five.”
Unraveling the Structured Annuity Puzzle
Some investors are leaning toward longer-term structured annuities, aiming to minimize negative returns and balance growth potential.
Source: Think Advisor, “A Counterintuitive Annuity Strategy That Can Reduce Risk,” 08/09/23
The Next Frontier: Annuities and 401(k)s
Investment experts weigh in on the potential benefits and challenges of incorporating annuities into 401(k) plans, and what it means for the future of retirement security.
Source: Investment News, “Will adding annuities to 401(k) plans alleviate the retirement crisis?” 08/02/23
Public Sector Retirees Struggle
Government workers are facing unforeseen difficulties when they leave their jobs.
Source: PLANSPONSOR, “Government Workers Leaving Jobs Face Setbacks When Saving for Retirement,” 08/07/23
Decoding the '1035 Exchange'
How can this financial tool be leveraged for maximizing investment efficiency?
Source: Financial Advisor, “The Ins And Outs Of The '1035 Exchange,'” 08/04/23
The Unattainable Dream?
A new report sheds light on the increasing sentiment among Americans that retirement is an impossible goal.
Source: The Hill, “More Americans say they can never retire,” 08/04/23
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