Helping clients establish a "hierarchy of withdrawals"
GuardPath funds aim for steady cash flow over 20 years or a large payout for survivors in 2042
Experts at the Morningstar Investment Conference discussed strategies for anxious retirees
Savings needs have risen alongside wealth, a C.D. Howe report says
The asset allocation of the new products gradually becomes more conservative as the investor approaches retirement
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
Managing longevity risk while providing steady income poses a challenge
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
The York University professor laid out his concerns at an event this week
The fund has characteristics of an annuity or pension, with monthly lifetime distributions when investors turn 65