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.”

‘SIMON’ Makes Indexed Annuities Simpler

Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.
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.