White Papers + Reports

Research from RetireOne and our partners.
2021PARIS IG

Infographic: 2021 Protected Accumulation + Retirement Income Survey

Lifetime Income or a Fully-Stocked Wine Cellar? Of all the words to describe the last nearly 2 years, “uncertainty” may...
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Executive Summary

Executive Summary: 2021 Protected Accumulation + Retirement Income Survey

Lifetime Income or a Fully-Stocked Wine Cellar? RIAs understand the critical role of lifetime income in their clients’ financial lives ...
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Jackson Report: Sequence of Returns Risk is Worse Than You Think

Sequence of returns risk (“SOR”), the risk that markets may go south as retirees begin taking income, is a well-publicized phenomenon....
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RetireOne Report: Protecting Clients in The Fragile Decade

The last five working years and first five in retirement can be fraught with risk for American savers. During this...
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White Paper: Managing Risk with Fixed Indexed Annuities

Dr. Wade Pfau, PhD, CFA® recently partnered with inStream to create a portfolio simulator tool that incorporates fixed indexed annuities...
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