Investments + Annuities = Healthy Retirement

By Kerry Pechter
Many advisers still treat annuities and investments as apples and oranges--that is, not to be mixed up in a single retirement fruit salad. But experts Michael Finke, Wade Pfau and Mark Warshawsky offer recipes for combining them.

‘Dull’ Investments Shine in a Crisis

By Kerry Pechter
Three retirement experts talk about boring products that you might wish you owned right now: I-Bonds, cash value life insurance and annuities.

Turn 401(k)s into Bond Ladders

By Kerry Pechter
Franklin Templeton SVP Drew Carrington says his firm's Defined Maturity Funds, which work like bond ladders, could provide retirement income for 401(k) participants, and could be paired with qualified longevity annuity contracts.

An Actuary Assesses COVID-19

By Matthew Edwards
A mortality and longevity expert at Willis Towers Watson writes that 'the variability of the mortality impact by age makes the impact highly variable by type of insurer.'
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RetirePreneur: Laurence Kotlikoff

By Jenna Gottlieb
Laurence J. Kotlikoff is an economist, professor at Boston University and president of Economic Security Planning Inc., a personal finance planning software company.
News

Conversions of pensions to lump sum payments are banned

By Editorial Staff
“If a participant has the ability to accelerate distributions at any time, then the actuarial cost associated with that acceleration right would result in smaller initial benefits," the IRS and Treasury wrote in Notice 2015-49.