In this pre-Labor Day issue of RIJ, we bring you five ways to create retirement income, based on concepts developed by or real-life cases solved by income experts like Bill Sharpe, Dana Anspach, Jerry Golden and others.
Interest among US life insurers in capital-release through reinsurance in Bermuda is spiking. The opportunities are described in this guest column by actuaries Nick Komissarov and Faisal Haddad of Willis Towers Watson.
The new feature allows advisers to compare variable annuities, fixed index annuities and registered index linked annuities, fostering compliance with Regulation Best Interest, Luma said.
Time is money, and the longer we ignore the Social Security situation, the more we'll have to pay to fix it. The just-released 2021 Trustee's Report shows the cost of delay.
Cerulli said advisors should be aware that the Biden administration's tax proposals would greatly hike the top-line capital gains tax rate on earnings exceeding $1 million, affecting almost one million households.