Product Allocation
Should you divide your retirement money up between a stock/bond portfolio, a SPIA, and a VA with living benefits? Not so fast.
Should you divide your retirement money up between a stock/bond portfolio, a SPIA, and a VA with living benefits? Not so fast.
Moshe Milevsky's book makes a great case for pensionizing some of your nest egg, but falls short when explaining exactly how to do so.