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A Retiree’s Quandary: How to Effectively Invest Retiree Savings (PDF)
H. C. Foster & CompanyLink to more items from this source
Jan. 7, 2021

"[I]investment returns from [single premium life annuity] contracts fall short of the returns IRS mandates for [lump sum distribution] present values, and only recently have barely exceeded 30-Year Treasury Rates.... A rational investor can tolerate a fair amount of default risk to obtain higher investment returns and retain control of his retirement assets.... A retiree's best option may be to diversify his investments through a discount broker or through equity purchases directly from multiple public companies to minimize purchase costs."

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