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December 6, 2018

Greetings from the First ‘Retirement Management Forum’

By Kerry Pechter

Some 200 members of the Investments & Wealth Institute (IWI) came to Amelia Island, Florida, this week to learn about the principles underlying the Retirement Management Advisor designation, which IWI recently added to its existing lineup of designations.  

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The Links between Golf and RMDs

By Kerry Pechter

RMDs produce zero change in a client’s wealth. They just create a 'balance sheet' adjustment, where money moves from a pre-tax to an after-tax account, current taxes get paid, and future tax liability goes down. So why do RMDs cause so much angst?

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Latinos fall behind in saving even as their numbers surge ahead

The U.S. Administration on Aging predicts the Latino population that is age 65 and older will number 21.5 million and will comprise 21.55% of the population by 2060.

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How to Save Social Security Systems

By Martin Feldstein

'A mixed system that combines the existing PAYG system with a small investment-based component can achieve a higher expected level of benefits with little risk of lower benefit levels,' writes the eminent Harvard economist.

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Allianz Life to nurture tech startups

The Minneapolis-based insurer will partner with SixThirty, a St. Louis-based venture capital firm that has invested in 44 'fintech' and 'insurtech' startups since 2013.

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