Does An Annuity Belong in a 401(k)?

Does An Annuity Belong in a 401(k)?

The American College of Financial Services
Kiplinger
July 22, 2022

Under the SECURE Act, Congress has encouraged companies phasing out employee pension plans to replace them with annuities–but should you or your clients take them? RICP® Program Director Wade Pfau says if you do, using group pricing might be a wise choice. More in this article from Kiplinger.

Invest in your career with a professional designation.

Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

Learn More