The Value of Segmenting Retirement Assets

October 2009
Best's Review;Oct2009, Vol. 110 Issue 6, p85
Trade Publication
The article reports on the move of Financial adviser Steven Plewes to use segmentation process using the Income For Life model by Wealth2K Inc. to his retirement-income in the U.S. As part of it, he is suggesting the retirees to have a cash which is equivalent to one to two years' income which is intended for emergency purposes. He mentions that for first five years of retirement, a retiree must have a single-premium immediate annuity which guarantees an income stream for five years.


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