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Elephant in the Room

Q1 2022 RetireOne News and Notes

Thank You, The Elephant in the Room, LIFE, SECURE, and the New Role of Annuities, An Evolving Conversation, and Bolstering...
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Not Just Another Downturn

The human cost behind current market troubles We all know what’s happening in Eastern Europe right now. We can feel...
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Advising In the Great Resignation

Have the Rules Changed? Recently Advisor Perspectives posted an advice column by Beverly Flaxington, a practice management consultant who helps...
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Study Shows “Clear Interest” In Annuities for Protection

Investors Increasingly Drawn to Lifetime Income Thanks to Harry Markowitz’ Modern Portfolio Theory, the 60/40 portfolio has been a widely...
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Q4 2021 RetireOne News and Notes

Thank You, Constance Launch, New Research from Wade Pfau, Risks for Retirees, 10-Year Anniversary, New MYGAs, New RILAs, and Welcome...
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Wade Pfau Explores New Solution for Sequence-of-Return Risk

The Future is Unbundled Sequence-of-return risk can play havoc with an individual investor’s retirement income. The “fragile decade” – the...
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The Objections Time Forgot

Citywire recently published an article entitled “Attack of the Annuities!” and, as you might expect from an article with a...
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Webinar Replay: “Best Practices for Retirement Income Planning + How a New Tool can Help with Wade Pfau”

RetireOne collaborated with American College Professor of Retirement Income Wade Pfau, Ph.D., on a recent webinar for Advisor Perspectives: “Best...
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10 Years of RetireOne

The origin story This year marks the 10-year anniversary of RetireOne. The company has a storied history, full of ups...
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