Nerd's Eye View

SEPTEMBER 9, 2022

We also have a number of articles on retirement planning: How the introduction of new ‘modern’ tontine products could provide retirees with a new way to mitigate longevity risk. How the ‘money value of time’ can help explain why certain periods of time are more valuable than others.

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Financial Planner Retirement Planning Financial Advisor Education 199

Random Roger's Retirement Planning

MARCH 3, 2024

They have a suite of mutual funds that turn into tontines at age 80. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. We looked at one new idea a couple of weeks ago from Stone Ridge.

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License Insurance Assets Taxes 73

Random Roger's Retirement Planning

FEBRUARY 12, 2024

Morningstar said this was a version of a tontine. Beyond all-weather you could put the Cockroach Portfolio that we've looked at a few times and beyond that the Dragon Portfolio that we wrote about once. The payout on this first batch is a little over 5% so not as big as regular annuities. Too much optimization creates fragility.

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Portfolio Investing Investments Taxes 73

Random Roger's Retirement Planning

SEPTEMBER 2, 2022

For many of us, the first time we heard the word tontine was in an episode of MASH. It looks like tontines might be making a comeback in a modern application through a mutual fund. There's pending legislation that if passed could be very favorable for retirement savers and retirees in terms of providing more flexibility.

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Asset Allocation Accounting Retirement Retirement Planning 61