Episode 03: Pensionize Your Portfolio into Lifetime Income
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Episode 03: Pensionize Your Portfolio into Lifetime Income
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About this listen
Can your clients turn their 401(k) into a pension-like asset? In this episode, Mike and Tim unpack the concept of ‘pensionizing’ using an annuity, explore QLAC strategies and share how advisors can help clients create guaranteed lifetime income while managing longevity and tax risks in retirement.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.