The Income Expert

In this video, Mark J. Warshawsky, director of Retirement Research at Towers Watson, discusses his new book, Retirement Income (MIT Press, 2012) with RIJ editor Kerry Pechter. Their conversation focuses on the author's recommended strategy of buying a series of immediate annuities during retirement.

Wells Fargo’s New Annuity Wagon

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.
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Weiss Ratings names its favorite VAs

Gavin Magor of Weiss Ratings has selected what he calls the nine best variable annuity contracts. His criteria? Low fees, no front-end loads, no surrender charges and a solid investment portfolio.

Middle-income Boomers ignorant of Medicare: Bankers Life

Although Boomers cite uncovered healthcare expenses (80%) and becoming ill (74%) as their top financial concerns about retirement, many appear to be taking a “learn as you go” approach to understanding Medicare’s coverage and costs.

The Bucket

Brief or late-breaking items from LPL, McCamish Systems, Ebix, Allianz Life, Fidelity, Lincoln Financial and Mutual of Omaha.

$300 Billion, Up for Grabs

Cogent Research's new 2012 Assets in Motion study can help you understand and benefit from the rising flow of money from qualified plans to rollover IRAs.

Indexed Annuities, Unbundled

Lower prevailing interest rates have led to unbundling of indexed annuity features and, as a result, greater transparency.