How do you help your clients avoid outliving their money?

One way, says Bob Stowe, a fee-only planner based in Plano, Texas, is to encourage them to use a portion of their assets to purchase an ordinary, straight-ahead immediate annuity without any bells and whistles.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access