Managed Payout Income Replacement Funds vs Annuities

Webinars

User reviews

2 reviews mentioning

41 reviews

 
(30)
 
(11)
3 stars
 
(0)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
4.7  (41)
Already have an account? or Create an account
Back to Listing
2 results - showing 1 - 2  
 
Ordering 
 
Rating 
 
5.0

Craig, nice job today on the managed payout fund analysis! As I mentioned in my question, I think the jury is still out on the real value of these funds over the long term. In other words, the question becomes can an investor adequately fund retirement income using "regular" index or balanced funds, for example, along with possibly a "bucket" approach to withdrawals and still end up with the same (or hopefully, better) results? I recognize that the fund companies like to advertise these funds, but....

Was this review helpful to you? 
Rating 
 
5.0

Nice analysis

Was this review helpful to you? 
2 results - showing 1 - 2  
 
 

Let’s Make This Easy

 

We're the right news and professional education solution for you if you’re a fiduciary who:

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

 

  JOIN