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Showing our 403(b) Curriculum article library.

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19

Jun 2019

Decumulation Confusion: The Annuity Conundrum

In part-two of our decumulation series, we discuss annuities; the presence and promotion of which as a decumulation solution is perplexing to many retirement plan participants and retirees.

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19

Jun 2019

China A-Shares: The Implications for U.S. Investors

Emerging markets have become an important part of retirement portfolios for many U.S. investors. Recently, global index providers such as MSCI and FTSE announced that they will gradually increase the inclusion of stocks from companies incorporated and traded on mainland China in their global and int…

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17

May 2019

A Closer Look: Decumulation Confusion

​Just as the accumulation of sufficient assets for retirement is critical to a successful retirement outcome, proper decumulation, or the spending of those assets throughout retirement, is equally important.

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17

May 2019

Interest Rates: Lower for Longer

Following a seven year period of no interest rate hikes coming out of the 2008 recession, the Fed has been slowly and steadily raising rates since 2015. We explore why interest rates may remain low, or potentially go lower, in the near future.

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