Annuity Skeptics Show When Immediate Annuities Could Shine

June 7, 2022 by Allison Bell

Two analysts who are skeptical about broad retiree use of income annuities have shown when the products might beat ordinary portfolios of stocks, bonds and cash.

The analysts, Jack De Jong and John Robinson, contend in a new working paper that bare portfolios, combined with static cash distribution strategies, will outperform income annuities in about 90% or more of the investment market scenarios produced by their simulation system.

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Originally Posted at ThinkAdvisor on June 1, 2022 by Allison Bell.