White Papers + Reports

Research from RetireOne and our partners.
2021 RIA PARIS IG

Infographic: 2021 Protected Accumulation + Retirement Income Survey

Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may...
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RIA PARIS 2021 ES

Executive Summary: 2021 Protected Accumulation + Retirement Income Survey

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

White Paper: The Benefits of Balancing Growth and Protection in a Diversified Portfolio

As interest rates remain historically low, investors and their advisors are seeking fixed income alternatives. Here’s how a next-gen fee-based...
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SOR Risk Is Worse icon2

Jackson Report: Sequence of Returns Risk is Worse Than You Think

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

RetireOne Report: Protecting Clients in The Fragile Decade

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

White Paper: Managing Risk with Fixed Indexed Annuities

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