TIPS for the Long Run?
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...
View ArticleSocial Security Spousal Benefits Still Unfair
The recent closure of the "file and suspend" loophole as a Social Security claiming strategy doesn't make spousal and survivor benefits under the program any less unfair, writes this Urban Institute...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticlePrincipal Adds ‘In-Plan’ Deferred Income Annuity Option
Participants in Principal Financial defined contribution plans will be able to buy deferred income annuities a little at a time or in a lump sum just before retirement.
View ArticleWisdom from Advisors to the 'One Percent’
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...
View ArticleTIPS for the Long Run?
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...
View ArticleRetirePreneur: Mark Warshawsky
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...
View ArticleTwo settlements of 401(k) excessive fee cases, for a combined $89 million
The settlements, by Boeing and Novant Health, mean over $30 million in fees and expense for the firm of Schlichter, Bogart & Denton, which specializes in federal class action...
View ArticleBig life insurers boost gains with Schedule BA investments: Conning
Schedule BA assets, which include private equity and hedge funds, mineral rights, aircraft leases, surplus notes, secured and unsecured loans to corporations and individuals, and housing tax credits,...
View Article‘myRA.gov’ steals its webpage design from the robo’s
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...
View ArticleFinancial Engines acquires The Mutual Fund Store
Financial Engines has been an innovator in the retirement income space. Its Income+ service “is designed to manage your investments to create [non-guaranteed] payouts that can last into your early...
View ArticleKey Factors to Consider When Buying a Deferred Income Annuity
Advisors should focus on the DIA's ability to take pressure off the client's investment portfolio, rather than on the size of the DIA's payout, according to this post on LIMRA's blog.
View ArticleWarren Whitepaper Missed the Mark
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...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleWisdom from Advisors to the 'One Percent’
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...
View ArticleTIPS for the Long Run?
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...
View ArticleRetirePreneur: Mark Warshawsky
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...
View ArticleDeep in the Data Mines
At the Society of Actuaries Equity-Based Insurance Guarantees conference in Chicago this week, the use of 'predictive modeling' to unearth buried or cryptic data was strongly encouraged.
View Article