Philip Chao is thrilled to host Bonnie Treichel for an engaging discussion on guaranteed lifetime income within defined contribution retirement plans. Drawing from her consulting experience and legal expertise, Bonnie clarifies common misconceptions, such as the difference between in-plan and retail annuity products, emphasizing, “this is not your father’s annuity anymore.” The conversation delves into the importance of a strategic, education-focused framework rather than a product-driven approach. This episode offers invaluable insights into a critical yet misunderstood topic in retirement planning.
DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.
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