Event announcement : Investment

From Savings to Income: Potential Cases for Hybrid Annuity TDFs

Virtual

Date: July 24, 2024

30 minutes

Speakers:
Michael Palazzi,
Kimberly Stockton

As more people transition out of the workforce and into retirement, the need for effective strategies to convert savings into income becomes crucial. Many service providers and asset managers are contemplating whether a target-date fund (TDF) with an annuity component could be the retirement income solution they’ve been looking for.

In this event, we’ll explore the evolving landscape of retirement income products and discuss the merits and risks of hybrid annuity TDFs. We’ll share key insights into the rise of this relatively new strategy and offer Vanguard’s perspective on its suitability for retirement plans.


Notes:

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Investments in target-date funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An investment in target-date funds is not guaranteed at any time, including on or after the target date.