Category: pension

June 2, 2010

Comments on Ellen Roseman’s articles on annuities in the Toronto Star

Filed under: examples, senior, professional, retirement, estate plans, risks, annuity, guaranteed income, pension, inflation, guarantees - 02 Jun 2010

Ellen Roseman published good articles in the Toronto Star lately (here and here) about longevity risks, and how it can be addressed by annuities. Below is my email sent to her. I wrote the …

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July 27, 2009

New ways of creating personal pension type retirement income producing portfolios

Filed under: investing, planning, examples, _important, senior, retirement, asset-allocation, diversification, risks, uncertainty, history, annuity, guaranteed income, calculator, GMWB, product allocation, pension, inflation - 27 Jul 2009

Invitation to a conference dealing with annuities and optimal allocation in retirement provides an opportunity to evaluate two special calculators, one (from a major Canadian insurer) kept for financial advisors and insurance agents/brokers, while the other freely available for anyone …

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