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by Mike Posey IN THIS ISSUE: Asset Allocation And Modern Portfolio Theory The Many Faces of Asset Allocation Income Strategies Using Asset Allocation Advantages And Disadvantages of Asset Allocation Introduction This week, I am going to continue the series of E-Letters dedicated to investing during retirement...
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by Mike Posey IN THIS ISSUE: A Primer On Variable Annuities Variable Deferred Annuities Disadvantages Of Variable Deferred Annuities Variable Annuities Continue To Improve Retirement Tidbit – Making The Most Of Retirement Introduction This week, I am going to continue the series of E-Letters dedicated...
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By: Mike Posey IN THIS ISSUE: Risk Considerations In A Retirement Portfolio No Shortage Of Investment Options Immediate Annuities Fixed-Income Alternatives Introduction We're now in the home stretch in this series of Retirement Focus E-Letters dedicated to converting your nest egg into a retirement...
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By Mike Posey IN THIS ISSUE: 1. Reader Questions & Comments 2. Retirement Tidbit 3. Conclusion - There's No Such Thing As Saver's Remorse Introduction Over the past year or so, I have discussed various ways to convert your nest egg into actual income for your retirement years. One of the...
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By Mike Posey IN THIS ISSUE: 1. A Brief Review of Previous Issues 2. Taking Fixed-Dollar Distributions 3. The Mysterious Withdrawal Percentage 4. Giving It Away 5. Handling Income Shortfalls 6. Wrapping It All Up Introduction It's hard to believe, but it's been over two months since my last Retirement...
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Retirement Focus - Post-Retirement Income Planning, Part 2 By Mike Posey IN THIS ISSUE: 1. Taking Your Lump-Sum Distribution 2. Why Are Seniors Often Targeted? 3. Investment Scams Aimed At The Elderly 4. Other Scams Targeting Seniors 5. Fighting Back Introduction My July 24 Retirement Focus issue was...
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IN THIS ISSUE: 1. Overview Of Retirement Plan Distributions 2. Types Of Annuity Payouts 3. Advanced Annuity Payout Concepts 4. Retirement Tidbit - Minimum Distributions Introduction As I noted in my last Retirement Focus feature back on June 5 , one of the most requested topics we get from E-Letter readers...