Joint & Survivor Options: Reduction %, Survivor Factors & Household Value
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Lessons in this course
- Present Value of a Level Annuity at Different Discount RatesFree
- The Annuity's Implied Return: RATE by Age at Death Pro
- Break-Even Age: When Cumulative Payments Overtake the Lump Sum Pro
- Mortality-Weighted Value: Survival Probabilities × Payments Pro
- Inflation: COLA vs Fixed Annuity in Real Dollars Pro
- Drawdown from the Lump Sum: Balance Path, Run-Out Age & a Chart Pro
- Probability of Running Out: Return Scenarios & a Weighted Shortfall Pro
- Joint & Survivor Options: Reduction %, Survivor Factors & Household Value Pro