Retirement Stress Test

  Video: Retirement Stress Test by Income Lab - Tutorial Video Video Transcript welcome this video will walk through how 0:09 to use the retirement stress test 0:11 feature inside income lab to begin 0:13 select one of your households on the 0:16 left-hand navigation menu click 0:18 retirement stress test you'll see a 0:20 timeline across the top of...

What is the Avg (Average) Button in the Annuity Retirement Stress Test?

When evaluating an annuity, it can sometimes be useful to see how the annuity would behave in a very simple (if unrealistic) scenario: where gross returns are consistently average. This removes the (more realistic) variability of returns and can help advisors understand the annuity's moving parts. (Often, annuity illustrations from insurance compani...