asset manager
JPMorgan Asset Management
In PWD coverage since August 18, 2026 · 1 story
PWD coverage
income
A 50% annuity purchase beats the 4% rule in AEI-ACLI models
A tax-aware comparison of four retirement income strategies puts a one-time 50% annuity purchase ahead of both the 4% rule and full annuitization, while leaving about $500,000 in the account.