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Indexed Annuities: The New Retirement Pensions?

Tucker Advisors

SEPTEMBER 8, 2021

The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. You have dividend-paying stock portfolios, laddered-bond portfolios, rental income or annuities.

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Retirement Pension Retirement Financial Advisor Planning 52
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

MARCH 12, 2024

They’re, they’re lower risk tolerance, I would say very high standards on quality of service and quality of, of infrastructure and decision making. So that’s an active part of portfolio trimming and opt and optimization. The good news is no one event has a big impact on the portfolio.

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Banking Investing Investments Marketing 144
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