Jim Otar has explained his "zone" approach to retirement income planning in hundreds of presentations to thousands of advisors since 1997. He spoke at the IMCA retirement conference in Scottsdale earlier this month.
In this month's Research Roundup, RIJ shares four recent academic papers on the proliferation of ETFs, the danger (or not) of national debt, rational inflation expectations, and the impact of recent changes in RMD rules.
Laura Prieskorn (left) and Marcia Wadsten are the new CEO and CFO of Jackson National Life. The leading seller of variable annuities in the US is in the process of demerging from its long-time British owner, Prudential plc.
Economists typically use the 'aged dependency ratio' to show the burden of the Social Security program on workers. But the 'total dependency ratio' might be more informative. (Photo by Johann Walter Bantz.)
'Were the FOMC to delay the start of policy normalization for too long, we would likely end up having to tighten policy relatively abruptly at some point,' Janet Yellen said at a press conference yesterday announcing the first rate hike in seven years.
Paul Winer, aka Sweet Pie, is a 72-year-old blues musician, nudist, used book seller and one of tiny Quartzite, Arizona's principal tourist attractions. If you visit his store, be sure to buy a few books or albums. He never saved much for retirement.