From Accumulation to Activation

Episode 03: Pensionize Your Portfolio into Lifetime Income


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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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From Accumulation to ActivationBy Ash Brokerage