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Evaluating Lifetime Income Options Inside Your 401(k)

8/13/2026 • 14 min

Workplace retirement plans are beginning to offer more ways for participants to convert accumulated savings into retirement income. For investors nearing retirement, these options raise an important planning question: should a portion of a 401(k) be used to create a predictable lifetime income stream? In this episode, Derek Gabrielsen, CRPC® and Dave Abate, CFP… Play episode

Retirement Spending: Turning a Lifetime of Saving Into a Plan for Living
Retirement Planning for Women: Longevity, Income, and Risk
Roth Conversion Planning in Retirement: Taxes, RMDs, and Legacy
Retiring Into a Bear Market: Managing Sequence Risk
Sticky Inflation, Interest Rates and What Investors Should Do Next
Immigration, Housing Costs and Retirement: What the Fed Study Really Says
Common IRA Mistakes That Could Hurt Your Retirement Plan
Why More People Are Tapping Their 401(k)s Early
Should Retirees Invest in SpaceX? | Breaking Down the Biggest IPO in Histo…
Don’t Leave Your Family Wealthy And Confused
Is the 4% Rule Still Safe for Retirement?
Should You Save More or Work 2 Extra Years Before Retirement?
Retiring Before 65? Don’t Ignore Healthcare Costs
Retirement Conversations Every Couple Needs to Have
Your $100K Safety Net Could Save Your Retirement
Why Your Social Security Raise Feels Like a Pay Cut
Retirement Savings Getting Crushed? Here's Why
Uncle Sam's Cut: Why the Government Takes Your IRA
The Consequences of Delayed Retirement Planning and Lack of Structure
What Passing the CFP Really Means for Investors
Managing Portfolio Risk Before and During Retirement
Understanding Market Reactions to Geopolitical Conflict, Energy Prices, an…
Is the Market Truly Broken or Have Investors Become Accustomed to Stabilit…
Debt in Retirement: What Investors Should Know
Evaluating Pension Elections and Portfolio Rebalancing in Retirement Plann…
Retirement Risk Changes at 55. Why Timeline Matters More Than Returns
Super Bowl Taxes, Consumer Trends and Streaming Costs
Identity Theft, Bitcoin Volatility, and New Investor Reality
Hot Takes on Today’s Market: Costco Gold, Tax Cuts, and What Could Shape 2…
Legacy Planning: How to Protect Wealth Across Generations
Retirement Investing: Gold, Silver & Crypto Strategies for 2026
Top Investing Mistakes & How to Avoid Them (2026 Strategy Guide)
How to Align Your Investment Portfolio With Life & Goals
2 Things Your Advisor Should Be Doing to Maximize Wealth
5 Retirement Surprises No One Warns You About (Part 2)
5 Retirement Surprises No One Warns You About (Part 1)
High-Net-Worth Retirement Risks You Can’t Ignore
How Strategic Giving Shapes Your Retirement and Your Legacy
5 Truths About Retirement Your Advisor Probably Isn’t Telling You
Dopamine vs. Discipline: How Your Brain Impacts Your Wealth
Retire Confidently, Part 2: The Final 5 Tips to Secure Your Future
10 Smart Money Moves to Retire Confidently in Your 50s
Why Smart DIY Investors Are Realizing They Need Professional Advice
Retirement Isn’t the Finish Line—It’s the Next Chapter
The YouTube Investing Trap: Why You Shouldn’t Take Market Crash Advice fro…
Losing Your 401(k) Tax Break: What You Need to Know for 2026
Why 2025 Could Be the Smartest Year to Retire
Why Retirees Underspend — How to Enjoy Your Money Without Fear
Black Swans and Retirement: Are You Ready for the Unexpected?

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