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Optimizing Annuity Income Benefits- A Case Study

June 10, 2019

This case study by Eva Levine, principal of Plenaris Advisory and found in Financial Advisor magazine, discusses the optimal use of annuities for retirement income and how to determine how to use them to achieve maximum income potential. Three questions that will help determine this are: how much income can be expected from annuities designed for lifetime guaranteed income; which type of annuities would be best for retirement income; and how much retirement savings should be allocated to annuities to ensure against running out of money in retirement.

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