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Prescribed Annuity Income for a US Citizen in Canada
Every now and then we get a question from a client that results in some head scratching. Recently we were asked about the use of a joint prescribed annuity as a tool in an investment portfolio, simple...
View ArticleManaging risk in retirement income
With the ever-declining number of defined benefit pension plans in North America, the ultimate goal for most investors is a well funded retirement. The idea that a lifetime of disciplined saving and...
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Rational Reminder Podcast Episode 135: William Bengen: The 5% Rule for...
At a time when the financial community provided inconsistent retirement advice, the 4% withdrawal rate was a data-backed strategy that revolutionized retirement planning. Today we speak with William...
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Rational Reminder Podcast Episode 137: David Blanchett: Researching Retirement
David M. Blanchett, PhD, CFA, CFP® is head of retirement research for Morningstar Investment Management LLC. In this role, he helps develop and maintain methodologies relating to wealth forecasting,...
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