In Part 1 of our Beyond the Math miniseries, we spoke about the challenges investors can face with decumulation in retirement. In Part 3, we dig into a tool often proposed to help: annuities.
On this episode of The Behavioral Divide presented by Avantis Investors®, Professor Hal Hershfield interviews University of Illinois Professor Jeff Brown, author of the forthcoming book “Will My Money Last?”, who has studied annuities for three decades, along with David Busch, CIO of Trajan Wealth.
Their discussion focuses on what various types of annuities are really designed to do, why they are often misunderstood, and the investor psychology often at play when annuities are presented as a potential tool within a financial plan.
If you enjoy the show, please subscribe or let us know by giving our series a five-star rating. We’d also love to hear from you. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com.
Important Disclosures
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Hal Hershfield is not affiliated with American Century Investments.
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