• Annuities vs Sequence of Returns Risk

  • Mar 28 2024
  • Length: 8 mins
  • Podcast
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Annuities vs Sequence of Returns Risk

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  • Summary

    • 00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly.
    • 02:16 Average returns don't determine retirement success; actual returns and their sequence matter more.
    • 03:36 Positive sequence of returns can substantially improve retirement outcomes, even with the same average returns.
    • 04:30 Diversification helps mitigate sequence of returns risk, commonly seen in a 60/40 portfolio allocation.
    • 05:12 Utilizing a combination of income annuities and investment funds can provide a balanced approach to retirement planning.
    • 06:08 ️ Retirement planning should focus on using various financial products strategically for a secure and favorable long-term outcome.
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