White Papers + Reports

Research from RetireOne and our partners.

Clients are concerned about the future. What are RIAs doing about It? Whether it’s COVID-19, the war in Ukraine, Social...

In his white paper “Portfolio Income Insurance: Understanding the Benefits of a Contingent Deferred Annuity” Michael Finke, PhD examines the...

Wade Pfau explores how CDA may help solve for sequence-of-return risk In a new White Paper entitled, “Unbundling Investments from...

Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may...

Lifetime Income or a Fully-Stocked Wine Cellar? RIAs understand the critical role of lifetime income in their clients’ financial lives ...

As interest rates remain historically low, investors and their advisors are seeking fixed income alternatives. Here’s how a next-gen fee-based...

Sequence of returns risk (“SOR”), the risk that markets may go south as retirees begin taking income, is a well-publicized phenomenon....

The last five working years and first five in retirement can be fraught with risk for American savers. During this...

Dr. Wade Pfau, PhD, CFA® recently partnered with inStream to create a portfolio simulator tool that incorporates fixed indexed annuities...