For decades, retirement spending in America has been defined by the 4% rule. Withdraw that much from your portfolio in year one, adjust for inflation every year after, and your money should last three decades. The 4% rule gave an entire generation of savers a start...
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After decades of disciplined saving, most retirees find they can't pivot to spending.
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Fiduciary duty doesn’t end with a client’s retirement date. For many advisors, though, the tools, training, and frameworks that define their practice are built almost entirely around accumulation and investment decisions, with little limited resources for he...
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The financial services industry is extraordinarily good at helping people save.
Decades of product development, regulatory incentives, and advisor training have produced a sophisticated ecosystem built alm...
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Over 10,000 Americans retire every day, yet $30+ trillion in retirement assets sits waiting to be converted into reliable income streams. Most of today’s retirees are facing a difficult choice: accept the control and liquidity limitations of annuities for guaranteed inc...
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The retirement income landscape is shifting. While annuity sales have increased with higher interest rates, a closer look reveals persistent challenges for both advisors and their clients. Despite this surge in insurance product adoption, over $30 trillion in retirement assets require transi...
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Help your clients confidently transition from saving to spending with reddi—a revolutionary decumulation solution designed to provide predictable income without sacrificing control or liquidity.
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As more than 10,000 Americans retire each day, the financial industry faces a growing decumulation crisis. Enter reddi, a groundbreaking platform from NISA Connect that delivers pension-level predictability with the liquidity, flexibility, and control today's investors demand. This short explaine...
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