By Ron Surz
"Don't worry. Be happy," suggests the president of PPCA, Inc., who attached this video when distributing copies of his "Review of the Capital Markets in the First Half of 2014." He deconstructs a market climate that, despite his own dire predictions, has been sunny.
By Kerry Pechter
“In our analysis we see a greater focus on annuities among the successful insurers than we had previously,” said Steve Webersen, director of research at Conning.
By Kerry Pechter
The new Treasury regulation on "longevity insurance" does more than promote late-life annuities. By removing an RMD barrier, it makes retirement income planning easier for middle-class people whose savings are mainly in qualified plans or IRAs.
By Kerry Pechter
'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.
