Unlocking Hidden Returns: How Mortality Credits Boost Retirement Income
Money For the Rest of Us · Money For the Rest of Us
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Show Notes
How using a deferred income annuity can increase retirement income compared to an immediate annuity or a bond ladder.
Topics covered include:
- How immediate annuities and deferred income annuities work
- What are mortality credits, and why they are a key diversifier
- Examples of how mortality credits lead to a 1% to 1.5% higher annualized return over several decades
- How to decide whether an annuity is right for you
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Show Notes
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