S&P Puts Out Education Materials
An S&P news release said the products, developed for
investor use with their financial advisors or alone,
include a library of online articles, calculators,
interactive tutorials and charts, education guides and
broker sales aids.
The new offering provides insights into savings withdrawal
strategies, risks to retirement income, annuity features
and many other income planning issues, the announcement
asserted.
“With baby boomers already beginning to enter their 60s,
many financial services companies are finding they have to
play catch-up and quickly shift some of their focus from
asset accumulation to asset distribution,” said Brian
Johnson, editor-in-chief, Standard & Poor’s Financial
Communications, in the news release. “In response,
we’ve developed thoughtful, easy to use content that can be
customized and combined with existing materials to create a
retirement income resource center or support any number of
marketing and education programs.”
Specific article topics include:
- choosing an annual withdrawal rate
- managing the impact of market volatility on retirement income
- tapping home equity for retirement.
Among the calculators are:
- an annual Withdrawal Rate calculator
- a Projected Retirement Income Calculator
- a Projected Retirement Expense Calculator.
For more information, visit
http://fc.standardandpoors.com
.
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