An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. In these three video interviews, Professor David Littell and Dr. Wade Pfau discuss three approaches to adjusting asset allocation.

In the following video series, Professor David Littell and noted retirement speaker and author, Tom Hegna, discuss the topic of income annuities and how they contribute to a retiree’s income and happiness throughout retirement, as well as how they mitigate any potential risk that may surround one’s retirement income.

One of the goals of the New York Life Center for Retirement Income is to share some of the latest research in the field of retirement income planning. In a recent interview with the prolific researcher David Blanchett, we discuss two important research areas: whether or not to change asset allocation with age, and the importance of making dynamic withdrawal and annuitization decisions.

In this series of interviews, we talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The conversations include a discussion of the role of income annuities in retirement income planning, how Qualified Longevity Annuity Contracts (QLACs) fit into planning, and more.