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Oct 7, 2022

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03:00 min read

What Is a Tontine? Should You Invest In One?

Ruth Saldanha asks: Is a Tontine the Best Way to Get Income in Retirement?

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For Morningstar, Ruth Saldanha asks:

Is a Tontine the Best Way to Get Income in Retirement?

Why would an investor looking for cashflows choose this relatively complicated product rather an simpler, retirement ETF that has say a targeted 4% or 6% per annum return?

Does the last survivor still get the pot?

Here's how modern tontine products vary from the original versions.

Read the full article here.

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Image of a desk with financial charts, a calculator, stacked coins in ascending order