Investment, Pension, or Annuity? This Fund Is a Hybrid
March 8, 2022 by Kerry Pechter
Purpose Financial’s Longevity Pension Fund, introduced in Canada last summer, is designed to provide sustainable income for life with liquidity of principal. Getting SEC approval for its sale as a mutual fund in the US could be a challenge.
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Originally Posted at Retirement Income Journal on March 3, 2022 by Kerry Pechter.
Categories: Industry Articles