This webinar features Michael Finke sharing highlights of his recent interview with Nobel laureate, Bill Sharpe. Mr. Sharpe is conducting fascinating research on income annuities, fixed and dynamic withdrawal rates and more. Michael, a distinguished retirement researcher, took numerous questions from financial advisors regarding optimal withdrawal strategies, annuities, QLACs and more. He also provided great ideas on how clients may benefit from a partial annuitization strategy. And Micahel's explanation of mortality credits and their value is excellent!
See the bottom of this page to download the materials that were used for the session. Click here for the Investment Advisor article to read Michael's interview with Bill Sharpe. In the article, you will also find a link to Bill's book, Retirement Income Analysis with Scenario Matrices. And here is a link to a wonderful article from Joe Tomlinson that summarizes the highlights of Bill's book.