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Retirement Income
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Michael Finke of the American College interviews Nobel Prize winning economist Bill Sharpe about his latest research. “Finding a Better Retirement Income Solution” examines the results of his study demonstrating the strength of annuities as retirement income solutions. Finke says Sharpe is positive about the efficiency of income annuities. Many economists agree on that point....
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ThinkAdvisor Logo
Annuities have a terrible reputation. Rather than incorporating them into retirement plans to solve specific problems for investors, some salespeople overstated their features and benefits—selling them as ‘strategies’ rather than tactics. Writing in ThinkAdvisor, RetireOne CEO David Stone says this semantic difference is important. These are complex instruments that help investors achieve important goals, but...
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RIABiz Logo
Writing in RIABiz, Oisin Breen surveys the BlackRock/Microsoft deal announced last month that aims to ‘reimagine retirement planning.’ Since tech disruptions have yet to impact annuity pricing, RetireOne CEO David Stone believes this partnership could be good news for investors…Especially as 10,000 Baby Boomers retire every day, and the need for lifetime income increases. Could...
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Rudy Blanchard
Featuring Rudy Blanchard, MSM, APMA If it’s true what the Greek philosopher Epictetus said, that “Circumstances don’t make the man, they only reveal him to himself,” then it’s a safe bet Rudy Blanchard and his partner Eric Greschner were firehosed with personal insights from 2000 to 2010. Starting an RIA firm during the tech bubble...
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Advisor Perspectives Logo
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 new 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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Retirement Income Journal Logo
One of the enduring curiosities in wealth management is the slow adoption of no-load insurance products like annuities (see: Stone Writes in Advisor Perspectives about Slow RIA Adoption of No-Load Annuities). But things are changing. As more manufacturers, distributers, and technology platforms throw their hats in the ring, Retirement Income Journal Editor Kerry Pechter wonders...
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We’ve added 3 new fee-based annuities from TIAA on the RetireOne platform including the Intelligent Variable Annuity®, Investment Horizon fixed annuity, and TIAA Single Premium Immediate Annuity. The Intelligent Variable Annuity With some of the lowest fees in the industry, the Intelligent VA grows the RetireOne accumulation solution set to help RIAs and fee-based advisors...
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Client needs changing as fee-based advisors plan for rising rates and inflation. San Francisco, CA – August 1, 2018 – RetireOne adds two new solutions to the platform this month as RIAs and Fee-Based advisors look for alternative ways to meet client income needs, manage risk and navigate a rising rate environment. New additions include...
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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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