Pensionize your nest egg : how to use product allocation to create a guaranteed income for life / Moshe A. Milevsky, PhD ; Alexandra C. Macqueen, CFP

Author : Milevsky, Moshe Arye
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Pensionize your nest egg :  how to use product all...

Pensionize Your Nest Egg describes how adding the new approach of "product allocation" to the tried-and-true asset allocation approach can help protect you from the risk of outliving your savings, while maximizing your income in retirement. This book demonstrates that it isn't the investor with the most money who necessarily has the best retirement income plan. Instead, it's the investor who owns the right type of investment and insurance products, and uses product allocation to allocate the right amounts, at the right time, to each product category. This revised second edition is expanded to include investors throughout the English-speaking world and updated to reflect current economic realities. Readers will learn how to distinguish between the various types of retirement income products available today, including life annuities and variable annuities with living income benefits, and how to evaluate the features that are most important to meet their personal retirement goals

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Publish Year : 2015
Page : xx, 234 pages
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