This live, one-hour webinar, presented by Raymond Schmierer and moderated by Michele Davis, focused on the need to ensure and maximize retirement income for life. The presentation examined various asset allocation portfolios and the potential for systematic distributions from these portfolios to deplete assets before death. It also explored whether and how the addition of a life annuity helps mitigate the risk of outliving one’s assets.
Intended primarily for benefits professionals, this presentation was designed to enhance one’s understanding of annuities and how they work and provided information to help employees concerned about their income in retirement.
John Ameriks, TIAA-CREF Institute senior research fellow conducted the research supporting this presentation. Both the complete study as well as a summary article of the research is available on this web site.
The supporting slides used for this presentation are available for your review.
If you participated in this webinar, we would like to know what you thought of the presentation. Please print out the and complete our Evaluation Form.
