Where Do Annuities Fit in Your Client’s Retirement Strategy?

May 8, 2023 by Roger Wohlner

Annuities can play a number of roles in your client’s retirement income strategy. However, there is often a degree of confusion among advisors and their clients about if and how to use annuities.

At last week’s Morningstar Investment Conference, annuity experts Wade Pfau and Spencer Look discussed a number of these concerns and offered ideas as to how annuities can fit in as part of a diversified retirement investment portfolio.

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Originally Posted at ThinkAdvisor on May 4, 2023 by Roger Wohlner.