How to Interpret the Proposed RMD Regs: Wagner Law

Without special 'see-through' trust provisions, a retirement asset with a trust as beneficiary may need to be distributed by the end of the 5th year following the year the participant dies, writes Wagner Law Group attorney Barry Salkin. He clarifies the proposed RMD regs.
Anecdotal Evidence

To Make the Economy Better, Let’s Not Make It Worse

Raising interest rates, driving down asset prices, and sparking layoffs can't be the best way to neutralize a petroleum-driven inflation. But higher rates could make real returns on bonds positive for investors.

Breaking News

MetLife launches 'private equity fund' platform; Inflation, war affect asset allocations at pension funds: bfinance; Eagle Life enhances index annuities; Elizabeth Heffernan joins Micruity.


April 7, 2022

Your Retirement Money Diet

Morningstar's investment gurus put four variations of the "safe withdrawal" method through a simulated retirement scenario involving a 65-year-old man, a $1 million portfolio, and a 30-year time horizon. Each method had strengths and...
March 31, 2022

Meet Corebridge, AIG’s ‘Bermuda Triangle’ Venture

Corebridge Financial is AIG's Life & Retirement division, spun off and rebranded. It teams up with some of the world's largest asset managers and a reinsurer based in Bermuda. An IPO is planned for...
March 24, 2022

Europe’s Borderless New DC Plans

After 10 years of preparation, the European Union has created Pan European Personal Pension plans (PEPPs). These will be available to any EU-country citizen working in any EU country. But who will offer them?