Michael Finke Explains the Bolt-On Annuity

May 10, 2022 by Allison Bell

Clients who hate existing retail annuity investment portfolios can build their own.

RetireOne has brought in Michael Finke — a retirement security researcher — to help it explain that this is possible, even for retirement savers who are not billionaires and who do not own lairs on private islands.

Finke wrote a “white paper,” or commentary, that talks about why a retirement saver might consider using a contingent deferred annuity.

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Originally Posted at ThinkAdvisor on May 6, 2022 by Allison Bell.