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Putting value on Peace of Mind
by Keith Gustafson CFA and Christopher M ONeill PhD CFA CFP ®, FRM ®, ChFC ®, Abstract, While many provisions of the SECURE Act related to the evaluation of Guaranteed Retirement Income (GRI products can be satisfied through a qualitative due diligence process the provisions related to the balance between costs and benefits requires a quantitative assessment The variety of benefits and costs as well as the complexity of typical products presents significant challenges for meeting…