A New Kind of Old Folks’ Home

For retirees who want a bundled (but not too restrictive) solution to their future housing and medical needs, a Type-C Continuing Care Retirement Community is an option. RIJ looked into the costs.

Brighthouse, Athene announce FIA innovations

Brighthouse Financial will be issuing its first fixed indexed annuity (FIA), which has a six-year term. Athene announced the availability of two new custom indices on its existing FIAs.

MassMutual to offer student debt relief program

The program, administered by CommonBond, will be offered to 2.6 million MassMutual retirement plan participants. An estimated 44 million Americans owe $1.5 trillion in student loan debt, according to government data.


January 30, 2020

Tetris, Taxes and Retirement

The tradition of withdrawing taxable, tax-deferred and finally tax-free assets in retirement may be obsolete. Matching retirees' tax brackets with the right account types may be better. It's like filling the rows in Tetris...
January 23, 2020

RIJ Interview: Will Fuller of Lincoln Financial

In the third in our series of interviews with annuity industry leaders, we talk with Lincoln Financial Group executive VP Will Fuller. He was recently honored as an 'Industry Champion of Retirement Security' by...
January 16, 2020

Extreme Longevity? He Lives It

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.