An annuity even an RIA could love: no commissions, no fees, solid returns and the highest investment security on the planet
Here's a way to help retirees build more security for their old-old years
“This option is buried in Social Security’s overlapping and confusing provisions.” It would be helpful if you could point to some resources RIA firms could utilize to show clients how they could buy additional benefits under the existing plan.
I’ve passed this question on to Gene at the Urban Institute and hope to hear back from him. Thanks — Elizabeth
I appreciate Gene’s proposed plan, however I agree with Noah who also commented that this article by itself does not address how we can use this hidden gem of an idea within the current SS system. Can Gene provide me with the resources to access this tool today?
Thank you for teaching me and be well.
We’ll definitely get the information out as soon as we get it. I’ll be interested to see those details, too!
Enjoy the rest of the weekend,