LUMP SUM OR ANNUITY IN RETIREMENT?

A growing number of employers are offering workers the option of annuitizing some or all of their workplace retirement savings, as opposed to taking it in one lump sum. While the lump sum option has its advantages, we believe many investors would be better served by...

THE CASE FOR INCOME ANNUITIES FOR RETIREMENT

With pension plans quickly fading into history, it’s up to most of us to function as our own “pension plans.” Not only are we responsible for saving enough money for a comfortable retirement, but once we retire we’re responsible for creating a...