Who’s Afraid of the Big Bad Debt?

Not Warren Mosler, bond trader, racecar dabbler, Senatorial candidate and recent author of “The Seven Deadly Innocent Frauds.”

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.

A Revolt Against PE-Led Annuity Issuers

Matt Zagula is an annuity wholesaler and fixed indexed annuity (FIA) designer. He and forensic accountant Tom Gober created the TSR ratio, a scale for rating FIA issuers. Mutual and fraternal insurers score best; private equity-led life insurers score worst.
Featured

A Hub Named RICC

DST Systems’ Larry Kiefer says his firm’s new “middleware” simplifies the distribution of lifetime income products to plan participants, IRA owners and others.
News

Taxes deferred aren’t taxes denied: ASPPA

In their attacks on retirement savings incentives, 'budget hawks' don't appear to realize that 401(k) participants and others pay the deferred taxes after they retire, albeit sometimes at a lower tax rate.