Retirement: Ibbotson on Fixed Indexed Annuities; Reverse Mortgages as Next ‘Hot Topic’
Wade D. Pfau
Roger Ibbotson, best known as the founder of Ibbotson Associates, an asset-allocation research firm, has published new research championing fixed indexed annuities as an alternative to bonds for investors approaching retirement. Those investors usually increase their bond holdings to reduce risk in their portfolios, but doing so in the current low-yield environment means risking not having enough income in retirement along with reduced prospects for capital appreciation.
Waddell, Melanie and Napach, Bernice, "Retirement: Ibbotson on Fixed Indexed Annuities; Reverse Mortgages as Next ‘Hot Topic’" (2018). In the News. 2725.