Issue Brief: Under the Microscope: Fixed-Indexed Annuities With Guaranteed Lifetime Withdrawal Benefits

Our most recent research, “Under the Microscope: Fixed-Indexed Annuities With Guaranteed Lifetime Withdrawal Benefits” details how this popular investment vehicle works and determines whether its inclusion in a retirement portfolio could improve investor outcomes when compared to other strategies. Given the popularity of this annuity vehicle, this issue brief investigates whether its popularity is truly warranted and provides a digestible overview of the full report’s key takeaways.