Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Reforming Retirement Income: Annuitization, Combination Strategies, and Required Minimum Distributions
Mercatus Center, George Mason University Dec. 11, 2015 "Retirees who rely solely on a strategy of drawing down assets run the risk of outliving their savings. Life annuities mitigate this risk by offering guaranteed income for life.... A combination strategy of asset withdrawals and purchases of immediate life annuities provides the best balance of lifetime income and flexibility, but current tax rules do not favor such a strategy." |
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