Lifetime inflation-protected income (up to age 100) from a mutual fund!
Newly launched Stone Ridge LifeX funds are the first mutual funds in the U.S. to include mortality pooling, the secret sauce of the life annuity. On top of that, “LifeX Inflation-Protected Income Funds” offer that income with CPI-linked inflation protection. All that in a mutual fund wrapper, allowing advisors to purchase retirement income security for their clients with a click!
Details are in my latest article on Advisor Perspectives: https://www.advisorperspectives.com/articles/2024/01/30/lifex-funds-answer-call-nathan-dutzmann
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