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January 16, 2020

Extreme Longevity? He Lives It

By Kerry Pechter

Nearing age 100, social scientist Jacob S. Siegel is still vigorously lecturing and writing. He spoke about the 'demography of retirement' at the triennial 'Living to 100 Symposium' in Orlando, Florida, this week.  

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Applying Actuarial Science to Income Planning

By Kerry Pechter

Adviser Mark Shemtob uses actuarial science to analyze and compare retirement income strategies that employ both annuities and investments.

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Next-gen funds will be active/passive hybrids: Cerulli

Demand is up for strategies that perform like actively managed funds but with lower fees, such as smart beta and 'active' exchange-traded funds (ETFs), said a Cerulli analyst.

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What the Debate over ‘Wealth Taxes’ Misses

By Eugene Steuerle

Why not create greater parity between households with IRAs and more wealthy households who accrue untaxed capital income outside of retirement accounts? asks our guest columnist, an economist.

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Honorable Mention

Nag Odekar moves to HealthView from Great-West Financial; Which default investment is the stickiest?; Bhalla to be CEO of American Equity Investment Life; Great American joins SIMON structured products platform.

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