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Tag Archive: annuity case study

How Annuities Can Solve Today’s Retirement Income Catch-22

Rob Brinkman

Rob Brinkman | January 2, 2014 | , , ,

Joseph Heller wrote his American Classic ‘Catch-22’ in 1961 and the book title has become the catch phrase for a a paradoxical situation from which an individual cannot escape because of contradictory rules. There are Catch-22’s in the investment world, particularly when it comes to retirement income. In this video, Rob Brinkman, explores the Catch-22 as it relates to the 4% Withdrawal axiom in our current environment where the 10-Treasury is trading well below that. In a case study he demonstrates a Bucket Strategy, using...

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“Annuities: A Tale of Two Retirements” is Launched by Annuity Think Tank

Rob Brinkman

Rob Brinkman | June 2, 2013 |

Annuity Think Tank, an independent educational group focused on annuities and retirement income, has launched a lighthearted yet educational article highlighting the importance of performing due diligence before making a final decision on a specific annuity type. As we all know, there will never be a single one-size-fits-all retirement planning tool that is a perfect fit for everyone.  Each individual has unique needs and risk tolerances that should be specifically addressed, and education is the key to unlocking optimal retirement plans.  Fully embracing this belief,...

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