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William Bengen’s 4% rule is approaching its 25th birthday. In the nearly three decades since his discovery of the safe withdrawal rate, much has happened. We’ve navigated the tech boom, and the housing bubble of the last decade, and are now riding a ten-year bull to new highs. Until last week!? A recent survey from...
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Writing for Kiplinger.com, RetireOne® CEO David Stone addresses some old myth-making about variable annuities. As sure as the sun rises and sets, variable annuities will draw negative attention from some advisors and finance journalists. And typically, their criticisms are spot on. But those criticisms often pertain to older products sold for commission. VAs are evolving....
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Advisor Perspectives Logo
Experts have been weighing in on the slow adoption of no-load annuities and insurance-based solutions by RIAs. Certainly, a lack of non-commission products has been one of the culprits, but as more and more fee-based products come to market, why is adoption still low? Michael Kitces, recently quoted in a Ben Mattlin article in Financial...
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Writing in Advisor Perpectives, RetireOne CEO David Stone provides some insights into how to examine client variable annuities. Some advisors hate them for their complexity, high cost, and lack of transparency. And because RIAs aren’t typically insurance licensed, when clients walk in to their offices with VAs, some would rather refer them to an insurance...
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