Retirement Plans Should Be Integrated

November 23, 2021 by Jack Guttentag

Suppose that automobiles were marketed like retirement plans. Then the chassis, engine and tires would be marketed by different firms, and the buyer would have to put them together. Yes, this would be absurdly inefficient, yet that is exactly the case with retirement plans. The three major components – financial asset management, annuities and HECM reverse mortgages – are marketed by different firms which, with few exceptions, do not talk to each other. The result is absurdly inefficient.

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Originally Posted at Forbes on November 20, 2021 by Jack Guttentag.