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Is There Any Retirement Planning Software that Can Handle In

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johntimber
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Is There Any Retirement Planning Software that Can Handle In  Reply with quote  

Hi,

I really don't know many of the retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan. Pretty much all of them can include a systematic withdrawal percentage from a stock/bond portfolio. Many others can include variable annuities either with or without an income rider. But are there any that incorporate IAs either for income (using a GLWB), or for accumulation as another asset class to stock and bonds?
I didn't find the right solution from the Internet.

References:
https://insurance-forums.com/community/threads/is-there-any-retirement-planning-software-that-can-handle-indexed-annuities-well.68414/
Motion graphics video animation studio

Thanks
Post Thu Apr 26, 2018 7:10 am
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oldguy
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quote:
retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan.


I like Ken Fisher's TV ads - "I would die and go to hell before I will sell you an annuity". I avoid them - and I feel that the IA's are particularly inappropriate for retirees. A few years ago Congress debated a Bill to limit/curb/re-regulate the inappropriate annuities that were being pushed onto the elderly. Personally, I had an elderly aunt & uncle who were taken to dinner by a "trusted' banker who sold annuities to them. I had to unwind that mess years later when they passed - the fees and commissions were obscene - and the return was dismal.
Post Thu Apr 26, 2018 10:53 am
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richardbowen
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Re: Is There Any Retirement Planning Software that Can Handl  Reply with quote  

quote:
Originally posted by johntimber
Hi,

I really don't know many of the retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan. Pretty much all of them can include a systematic withdrawal percentage from a stock/bond portfolio. Many others can include variable annuities either with or without an income rider. But are there any that incorporate IAs either for income (using a GLWB), or for accumulation as another asset class to stock and bonds?
I didn't find the right solution from the Internet.

References:
https://insurance-forums.com/community/threads/is-there-any-retirement-planning-software-that-can-handle-indexed-annuities-well.68414/
Motion graphics video animation studio

Thanks




Here you can get the right solution friend. the capstone way is the best company for Retirement Plan Sponsor Resources.
Post Wed May 09, 2018 10:15 am
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