Under the Microscope: Fixed-Indexed Annuities With Guaranteed Lifetime Withdrawal Benefits
Although they are relative newcomers, Fixed Indexed Annuities paired with Guaranteed Lifetime Withdrawal Benefits, are one of the most popular annuity vehicles on the market today. But is this popularity warranted? In this report, we detail how this vehicle works and scrutinize it to determine whether its inclusion in a retirement portfolio could improve investor outcomes when compared to other strategies, including the common portfolio-only strategy.
