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The Beauty of the Bundle: Combining Longevity Annuities and Bonds to Raise Retirement Income (PDF)
NISA Investment Advisors 
Dec. 3, 2014 9 pages. "DC participants want the most for their money when choosing a retirement income strategy. While annuities can offer higher income, that value is partially reduced by expenses and the loss of control and liquidity. [The authors] quantify these drawbacks and find that the most efficient way to fund retirement spending may be to combine a longevity annuity (e.g., QLAC) with a bond portfolio." MORE >> |
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