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.
Anecdotal Evidence
Applying Actuarial Science to Income Planning
Adviser Mark Shemtob uses actuarial science to analyze and compare retirement income strategies that employ both annuities and investments.
Next-gen funds will be active/passive hybrids: Cerulli
Demand is up for strategies that perform like actively managed funds but with lower fees, such as smart beta and 'active' exchange-traded funds (ETFs), said a Cerulli analyst.
Guest Column
What the Debate over ‘Wealth Taxes’ Misses
Why not create greater parity between households with IRAs and more wealthy households who accrue untaxed capital income outside of retirement accounts? asks our guest columnist, an economist.
Honorable Mention
Nag Odekar moves to HealthView from Great-West Financial; Which default investment is the stickiest?; Bhalla to be CEO of American Equity Investment Life; Great American joins SIMON structured products platform.
COVER STORIES YOU MAY HAVE MISSED
January 9, 2020
A Look Back at (and Beyond) the ‘Stretch’ IRA
Under the new SECURE Act, most non-spouses must withdraw and pay taxes on inherited IRA assets within ten years instead of "stretching" the process over (possibly) decades. What will that mean for annuities, and...
December 19, 2019
The SECURE Act Set To Pass (Finally)
'This is an early Christmas present,' said Melissa Kahn, managing director of the Defined Contribution team at State Street Global Advisors (SSgA), in an interview yesterday.
December 12, 2019
A Few of Our Best Income Strategies
For today’s issue of RIJ, we’ve retrieved several of our best income-planning articles from our archives. In each case, the adviser goes beyond the “safe withdrawal” method to design a customized, outcome-driven solution for...
