Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life

By Moshe A Milevsky, Moshe A Milevsky, Alexandra C Macqueen
Guarantee your retirement income with a DIY pension

Pensionize Your Nest Egg describes how adding the new approach of "product allocation" to the tried-and-true asset allocation approach can help protect you from the risk of outliving your savings, while maximizing your income in retirement.

This book demonstrates that it isn't the investor with the most money who necessarily has the best retirement income plan. Instead, it's the investor who owns the right type of investment and insurance products, and uses product allocation to allocate the right amounts, at the right time, to each product category.

This revised second edition is expanded to include investors throughout the English-speaking world and updated to reflect current economic realities.

Readers will learn how to distinguish between the various types of retirement income products available today, including life annuities and variable annuities with living income benefits, and how to evaluate the features that are most important to meet their personal retirement goals.

  • Evaluate the impacts of longevity, inflation, and sequence of returns risk on your retirement income portfolio
  • Make sense of the bewildering array of today's retirement income products
  • Measure and maximize your Retirement Sustainability Quotient
  • Learn how your product allocation choices can help maximize current income or financial legacy -- and how to select the approach that's right for you
  • Walk through detailed case studies to explore how to pensionize your nest egg using the new product allocation approach

Whether you do it yourself or work with a financial advisor, Pensionize Your Nest Egg gives you a step-by-step plan to create a guaranteed retirement income for life.


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ISBN: 9781119025252

About the Hardcover

Publisher Wiley
Publish date 04/20/2015
Pages 256
ISBN-13 9781119025252
ISBN-10 1119025257
Language English

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