Generating Income in Retirement - Avoiding the Trap Door - American Institute of CPAs
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Generating Income in Retirement - Avoiding the Trap Door
Today’s low interest rate environment has created a significant strain on retirees’ ability to create and maintain a steady stream of retirement income. This panel will examine alternatives to assist your client’s in creating income for life, while avoiding the Trap Doors. The panel will review techniques and products including: asset allocation; investment alternatives, pension elections, social security, annuities (including fixed and immediate annuities) and insurance alternatives (including life insurance, longevity insurance and long term care insurance).
Speaker(s):
Wade
D. Pfau,
PhD, CFA,
Professor of Practice,
The American College