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Solutions for Lifetime Sequence-of-Return Risk

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Wade Pfau explores the unique problem presented by the sequence-of-return risk on a retiree’s “delicate decade”—the five years before and the first five years of retirement—and how a new unbundled portfolio retirement income guarantee helps solve it. can help. Learn how separating insurance protection from underlying investments allows advisors to wrap ETFs and mutual funds in client IRAs, Roth IRAs, and brokerage accounts for better flexibility and control.

Download the white paper to learn more.

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