Creating Retirement Income That Lasts Americans today are living longer lives than previous generations. Retirees can count on spending 20, 30 or even 40 years in retirement. The question for most of us isn’t how we’ll spend our time in retirement. It’s how we’ll fund our dreams. Our 8-minute video talks about Symetra’s Customized Retirement Income Model — a simple plan for creating retirement income that lasts a lifetime.
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Retirement Income Redesigned: Master Plans for Distribution: An Adviser’s Guide for Funding Boomers’ Best Years (Bloomberg Professional)

Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don’t intend to downsize their plans. Instead, they’re redefining what it means to be retired—as well as what they require of financial advisers. Planners who aren’t prepared will be left behind. Those who are will step up to some lucrative and challenging work.

To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: Sustainable withdrawals Longevity risk Eliminating luck as a factor in planning Immediate annuities, reverse mortgages, and viatical and life settlemen

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