The Overlooked Income Vehicle, II

If more 401(k) plans offered systematic withdrawals, more money might stay in 401(k)s, and the DOL might not need to attempt the difficult and divisive task of policing rollover IRAs.

With BluePrint Income, AARP Ups its Ante on Annuity Sales

AARP's 38 million members can now buy income annuities and fixed-rate annuities on a platform powered by fintech firm Blueprint Income. Buyers get a complimentary annual 'retirement income check-up' from a salaried, insurance-licensed adviser. 

We Could Use Some Inflation

The Treasury said this week that it will borrow (and spend) about $3 trillion this quarter, to cover its stimulus promises. Where does that money come from and where does it go? 'The capital is going from one pocket to another,' explains Vanguard's active Treasury fund manager, who expects the stimulus to be withdrawn in 2022.

Look Homeward, Seeker of Liquidity

During a market crisis, a reverse mortgage home equity line of credit (ReLOC) can be a lifeline of ready cash for homeowners ages 62 and older. Don Graves of HECM Advisors Group explains.
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In New York, Hanging with Robos

At the InVest financial technology conference in Manhattan last week, hundreds of robo-advisors, vulture capitalists, and Wall Street firms gathered to contemplate a prosperous and collaborative future.
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Swiss Re’s solution for the macro-economy: Infrastructure

The global reinsurer points out that support for asset prices doesn't produce real growth, and that an aging population doesn't bode well for growth, but that developing a liquid market for infrastructure bonds might be the ticket to true recovery.