Below you will find some of the better articles about annuity income riders and variable annuities.

Bauer, Kling and RussA universal pricing framework for guaranteed minimum benefits in variable annuitiesASTIN Bulletin2008
Benartzi & ThalerAnnuitization puzzlesJournal of Economic Perspectives2011
BlanchettOptimal portfolio allocations with GMWB annuitiesJournal of Financial Planning2012
BlanchettLow Bond Yields and Efficient Retirement Income PortfoliosThe Journal of Retirement2013
Chang, DeJong, Liu, and RobinsonThe Cost of Guaranteed Income: Demystifying the Value Proposition of Variable Annuities with GLWB RidersRetirement Management Journal2014
Kitces & PfauThe True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth PerspectiveRetirement Management Journal2014
Dai, Kwok, & ZongGuaranteed minimum withdrawal benefits in variable annuitiesMathematical Finance2008
Huang Grove & TaylorThe Efficient Income Frontier: A Product Allocation Framework for RetirementRetirement Management Journal2012
Milevsky & KyrychenkoPortfolio choice with puts: Evidence from variable annuitiesFinancial Analysts Journal2008
RobinsonA context for considering variable annuities with contemporary living benefit ridersJournal of Financial Planning2008
Steinorth & MitchellValuing variable annuities with guaranteed minimum lifetime withdrawal benefitsPension Research Council2012
Xion, Idzorek and ChenAllocation to deferred variable annuities with GMWB for lifeJournal of Financial Planning2010

Please contact me at 561-869-4500 or email me about a complementary consultation for indexed annuities and a review of your coverage.

You can visit us at www.facebook.com/lifecycleplanners

Also published on Medium.


Similar Posts