_Position: Cover Archives - Page 13 of 35 - Retirement Income Journal

Cannex Launches Annuity Comparison Tools

By Kerry Pechter Thu, Dec 7, 2017

Advisors, brokerages, IMOs and insurers will be able to use the Toronto-based data company's new analytics to make apples-to-apples comparisons of variable and fixed indexed annuity contracts and their...

Published December 7, 2017

Research Roundup

By Kerry Pechter Thu, Nov 30, 2017

We summarize five papers: “The Sustainability of U.S. Household Finances," “The Great Debt Boom: 1949-2013,” “Living Below the Line: Economic Insecurity and Older Americans in the States, 2016,” “Building...

Published November 30, 2017

The Ambiguity of Tax Deferral

By Kerry Pechter Wed, Nov 22, 2017

A failure to agree on whether or not there's 'government money' in tax-deferred savings accounts has complicated our debates over the DOL fiduciary rule, the need for a harmonized...

Published November 23, 2017

Wade Pfau’s Latest Book

By Kerry Pechter Thu, Nov 16, 2017

'“This book presents the probability-based approach” to retirement spending strategies, Pfau told RIJ in a recent interview. 'If annuities are off the table, here’s what you can do.'

Published November 16, 2017

Hope, Despair: SPARK Forum Has It All

By Kerry Pechter Thu, Nov 9, 2017

At SPARK's retirement conference, Millennium Trust, Paychex and GuidedChoice announced a new workplace IRA plan. Bill Meyer pitched his Social Security-centric planning tool. And BlackRock hinted at new TDFs...

Published November 9, 2017

RetireUp Turns Pro

By Kerry Pechter Thu, Nov 2, 2017

RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design...

Published November 2, 2017

Trick or Tweet

By Kerry Pechter Thu, Oct 26, 2017

Uncertainty about tax legislation, and Congress’ apparent disinterest in 401(k)s except as a kind of piñata, lent a daffy, fatalistic tension to many of us at the ASPPA and...

Published October 26, 2017

JourneyGuide: A New Income Planning Tool from Ash Brokerage

By Kerry Pechter Fri, Oct 20, 2017

'We’re targeting a ‘soft launch’ in early November... followed with an official market release about a month later,” said Derek Trimble, CEO of JourneyGuide, a spin-off from Fort Wayne,...

Published October 19, 2017

Annuity-Friendly Nominee at DOL

By Kerry Pechter Thu, Oct 12, 2017

Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently the...

Published October 12, 2017

Don’t Mess Up a Good Thing

By Kerry Pechter Wed, Oct 4, 2017

Fee-based indexed annuities have generous crediting terms. But unless fee-based advisors can decide how to bill clients for holding such a safe, low-maintenance product, they may not recommend the...

Published October 5, 2017

‘Tell Ken Fisher To Stuff It’

By Kerry Pechter Wed, Sep 27, 2017

That's what variable annuity pioneer Bob Saltzman said at the Insured Retirement Institute's 25th anniversary conference in Florida this week. The fiduciary rule, he added, will lower the cost...

Published September 28, 2017

Bob Reynolds’ & the Future of 401k

By Kerry Pechter Sat, Sep 23, 2017

Reynolds emphatically favors the investment interpretation, as does Brian Graff of the American Retirement Association and other industry advocates.

Published September 21, 2017

On the Case: Income from a ‘Certified’ Used Annuity

By Kerry Pechter Thu, Sep 14, 2017

In this latest income solution for "Andrew and Laura," a real couple near retirement, Bryan Anderson of AnnuityStraightTalk and Nathaniel Pulsifer of DCF Exchange combine a secondary market annuity,...

Published September 14, 2017

Bill Sharpe’s ‘Lockbox’ Strategy

By Kerry Pechter Thu, Sep 7, 2017

The Nobel Prize winner's new e-book describes a retirement income generation method that combines Modern Portfolio Theory and income annuities. Advisors, life insurers, quants and even retirees should find...

Published September 7, 2017

On the Case: A Solution from ‘Retirement NextGen’

By Kerry Pechter Thu, Aug 17, 2017

Robert Fourman, a colleague of Curtis Cloke at Acuity Financial, uses their Retirement NextGen software to create a retirement income plan for Andrew and Laura, a near-retirement couple with...

Published August 17, 2017

On the Case: TIPS Ladder + QLAC + HELOC = Income Security

By Kerry Pechter Wed, Aug 9, 2017

Mike Lonier, of Lonier Financial Advisory, solved 'Andrew and Laura's' retirement income puzzle with a combination of products. A certified Retirement Management Analyst, he first builds a safe income...

Published August 10, 2017

On the Case: Jim Otar Answers Our Income Challenge

By Kerry Pechter Thu, Aug 3, 2017

'I would not worry too much about complicated strategies,' Otar wrote after reviewing Andrew and Laura’s retirement finances. 'They probably don’t need guaranteed income (annuities), a bucket strategy or...

Published August 3, 2017

Curve, Triangle or Rectangle: What Kind of Advisor Are You?

By Kerry Pechter Thu, Jul 27, 2017

At the Retirement Income Industry Association's 2017 Summer Conference, founder Francois Gadenne asserted that advisors can protect themselves from automation, regulation and commoditization by advising in three dimensions. ...

Published July 27, 2017

On the Case: An Income Plan from ReLIAS

By Mark Warshawsky Thu, Jul 20, 2017

To solve for one couple’s retirement income needs, Mark Warshawsky of ReLIAS LLC proposed SPIAs and 7.5% annual withdrawals from an all-equity portfolio. RIJ will publish solutions from other...

Published July 20, 2017

A High-Tech Challenge for High-Touch Advisors

By Kerry Pechter Thu, Jul 6, 2017

Wealth management firms know they need next-gen ‘fintech.’ But many of them don’t know exactly which digital tools to buy or where to apply them in their businesses, tech...

Published July 13, 2017

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