RetirePreneur: Mark Warshawsky

By Kerry Pechter
With his new venture, ReLIAS LLC, the well-known retirement scholar-turned-entrepreneur Mark Warshawsky plans to market a process for helping retirees build ladders of single premium immediate annuities with part of their savings.

TIPS for the Long Run?

By Kerry Pechter
Whether you'd prefer the new Dimensional Target Date Retirement Income Funds over one of the "big three" TDFs might depend on whether you share Robert Merton and Zvi Bodie's belief that stocks aren't necessarily safe in the long run. (Photo: Merton explaining the Black-Scholes-Merton options pricing model in 1977.)

Wisdom from Advisors to the ‘One Percent’

By Kerry Pechter
To satisfy super-rich clients, be as inventive as Ray Croc when he invented the 15-cent hamburger, advisors at UBS, Merrill Lynch and Manchester Capital Management told members of the Money Management Institute last week in New York.
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Warren Whitepaper Missed the Mark

By Kerry Pechter
Sen. Elizabeth Warren (D-MA) thinks clients should be able to see the non-cash incentives offered to annuity salesmen. It would more useful if they could see the solutions that, in the status quo, few individual advisors have any incentive to show them.
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‘myRA.gov’ steals its webpage design from the robo’s

By Editorial Staff
The federal government's "myRA" program offers a portable Roth IRA to Americans with no other retirement plan at work. The first $15,000 in savings goes into U.S. Treasuries. Participants can roll over to a private-sector Roth IRA provider at any time.