Retirement Advisor: Between A Lump Sum And An Annuity

What this episode covers

The Brookings Institution’s Retirement Security Project suggests that managed-payout funds might be the Goldilocks option between lump sums and annuities. This podcast (6:44) notes that Brookings’ policy wonks are proposing very much the sort of retirement portfolio that many financial advisors seek to put in place – a growth portfolio, a monthly paycheck, an emergency fund and longevity protection.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 6 minutes long.

When was this SA For FAs episode published?

This episode was published on November 22, 2019.

What is this episode about?

The Brookings Institution’s Retirement Security Project suggests that managed-payout funds might be the Goldilocks option between lump sums and annuities. This podcast (6:44) notes that Brookings’ policy wonks are proposing very much the sort of...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.