The FIDx Five: Poised to Disrupt the Fixed-Income Landscape
Retirement, Annuity, & Fintech Insights
Could Multi-Year Guaranteed Annuities (MYGAs) offer a compelling alternative to traditional fixed-income investments. See more about this development and the four other stories in this edition of "The FIDx Five."
MYGAs as the New Fixed-Income Option
Can MYGAs add a layer of stability and potential growth to investment strategies that fixed products have traditionally?
Source: "The MYGA as a Bond Alternative," ThinkAdvisor, 12/31/2024
The Power of Pairing
A recent study suggests a balanced approach to retirement withdrawals and annuities can lead to more sustainable retirement outcomes.
Source: "Can a balance of withdrawals and annuities outshine the 4% rule?" InsuranceNewsNet, 12/20/2024
Retirement Destination Decisions
Retirees should consider these factors when choosing the best location for their golden years.
Source: "Worst Places to Retire in the U.S.," Kiplinger, 12/18/2024
Millennials Embrace "Micro-Retirement"
As traditional retirement norms continue to shift, younger generations are embracing flexible work arrangements. Source: ""While boomers are unretiring, exhausted Gen Z and millennials are taking a ‘micro-retirement’ from their careers," Fortune, 01/03/2025
The Wall Street Journal Weighs in on the Annuity Boom
The WSJ highlights the surge in fixed-rate annuity sales, reminding advisors to ensure clients understand the illiquidity and potential penalties before locking in.
Source: "They Look Like CDs, but They’re Annuities—and Sales Are Booming," LifeAnnuitySpecialist, 12/19/2024
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