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Retirement Income Journal - The information forum of the decumulation industry.
June 30, 2022 Issue
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June 30, 2022

SPIAs and DIAs

Research Roundup

By Kerry Pechter Thu, Mar 25, 2021

Here's new research on tax avoidance among the very rich, the logic that millionaires use when buying equities, considerations for plan sponsors when estimating income from 401(k) balances, and...

Published March 25, 2021

Take ‘AIM’ at Retirement Income Goals

By Bruno Caron Tue, Dec 1, 2020

In this excerpt from his new book, 'Lifetime Income to Retire with Strength,' AM Best actuary Bruno Caron presents an example of his 'AIM' retirement income planning method. He...

Published December 3, 2020

Wells Fargo’s New Annuity Wagon

By Kerry Pechter Fri, Jul 24, 2020

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.

Published July 24, 2020

Project LIMA Aims to Solve the Annuity Puzzle

By Kerry Pechter Thu, Feb 27, 2020

Milliman, the actuarial consulting firm, envisions putting a multi-premium deferred income annuity inside a 401(k) managed account as a way to turn tax-deferred savings into lifetime income. It seeks...

Published February 27, 2020

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Retirement Income Journal is a weekly, digital-only business-to-business news publication and website for life insurers, asset managers, financial advisors, academics, attorneys, regulators and technology firms worldwide whose products and services help Baby Boomers convert their savings to lifetime income. Established in 2009 and produced by "Annuities for Dummies" author Kerry Pechter, it reaches 7,000 online readers 48 times a year.

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