Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.
Finke: Should Retirees Be Stocking Up on Stocks?
The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
The professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
Milevsky Warns: Beware of Annuity Ignorance
Today’s sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
Milevsky’s VA Shocker: Turn on Your Living Benefit, Now
Advisors ask me whether clients should “hurry up”—in light of the declining richness of GLB riders—and add money to VAs they already own, before it is too late. My answer will not be what you expected.
Beyond the Ivory Tower
For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for Advisors
Moshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?
Tame Risk for a More Rewarding Retirement
A tidal wave of baby boomers is rolling into retirement and about 76 million people—roughly 10,000 a day—will turn 65 over the next two decades.
Milevsky: Is There an Optimal Portfolio Drawdown Rate?
Financial advisors wedded to a 4 percent annual withdrawal rate for their clients' retirement portfolios are likely doing their clients a grave disservice, according to...