Jack of Alternatives

"I believe that alternative investments—in four broad categories—are areas where people should diversify," said former Jackson National Life executive Clifford Jack in an interview with RIJ. His book, 'Generation Alt,' was published last summer.

How Debt Affects Retirement

“Remaking Retirement? Debt in an Aging Economy," was the theme of the 65th annual symposium of the Wharton School's Pension Research Council, held last week in Philadelphia. (Photo: Kitchen and retirement makeovers sometimes occur in tandem.)
Anecdotal Evidence

It’s No Joke: The Fed’s Comic Book is Wrong

The educational comic book from the New York Fed means well but perpetuates the myth that money was created in the private sector to facilitate barter and enabled commerce to flourish. History shows otherwise.
Anecdotal Evidence

Annuities that Pay Cash Back Rewards

Gainbridge, a insur-tech startup, aims to sell fixed deferred and period certain income annuities online. Its sister company, Relay, uses annuities to fund cash back rewards cards. Both firms are part of Group1001 (formerly Delaware Life Holdings).
Featured
Anecdotal Evidence

First Investors launches flexible-premium longevity annuity

“Sales of our single pay deferred income annuity, which we introduced last year, have been three or four times what we projected," said Carol Springsteen, president of First Investors Life, subsidiary of The Independent Order of Foresters.
News
Anecdotal Evidence

About That White House Memo on IRAs

A memo on White House letterhead dated January 13 has rekindled both hopes and fears that the Department of Labor might soon re-propose restrictions on the kinds of transactions that advisors and brokers can recommend to IRA owners.
Anecdotal Evidence

New issue of The Journal of Retirement published

The Winter edition of the journal includes articles by experts previously cited or quoted in RIJ, including Anna Rappaport, Jodi Strakosch, Sylvester Schieber, and editor Sandy Mackenzie, plus several authors that may be new to RIJ readers.