Downloadable Articles & Documents Related to Safe Money Retirement for Research
WSJ Smart Money Magazine
The Wall Street Journal's Smart Money Magazine published this article in July 2011. It discusses how retirees should be looking at having more annuities and less stocks.
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Barclay's FIA Article
This is a rather technical write-u[ from March of 2019 from Barclay's Sales and Trading. It discusses how Fixed Index Annuities work and has many graphs and figures.
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Guaranteed Income - Life
The Chief Academic Officer from the American College of Financial Services, Michale Finke, PhD, wrote this article in 2018. It discusses how Guaranteed Lifetime Income works.
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Wade Pfau on the 4% Rule
Professor Wade Pfau, PhD, the 4% rule in this article from April '20. He says retirees shouldn't rely too much on their portfolios and how Annuities can help avoid that trap.
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GLIS Study
This is an annual study that explores the attitudes of consumers about the value of Guaranteed Lifetime Income. This is a study from '19 and discusses key finding for retirees to consider.
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Retirement Protection
This flier from the Alliance for Lifetime Income goes into depth on research that shows that a protected lifetime income can lead to a more enjoyable nd happy retirement. Very interesting info for retirees.
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Protect Your Assets
This is a flyer from Allianz Life about Fixed Annuities and how you can protect yourself from market losses and be ready for retirement safely.
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Dr. Ibbotson on FIA's
World-renowned economist Roger G. Ibbotson, PhD, discusses in great detail how Fixed Indexed Annuities work and how they can work for you.
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Guide to Indexed Annuities
This is a guide to Indexed Annuities published by the National Association for Fixed Annuities. Great history and details inside!
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