News & Blog Header

News & Blog

Our expert faculty are frequent contributors to consumer-based media as well as to more scholarly academic publications. Keep current with recent developments in the retirement income planning field and check out the latest articles from the thought leaders who are part of the The American College New York Life Center for Retirement Income.

Current Thinking About Social Security Claiming

April 28, 2017
By:
David Littell

In 2016, several Social Security claiming strategies for couples were eliminated, and the result of this event caused advisors to rethink traditional withdrawal strategies. In this series of interviews, Michael Kitces shares his current perspective on the issue of claiming Social Security.

Evaluating Options When Choosing Care Facilites

April 21, 2017
By:
David Littell

In these videos, Anna Rappaport discusses choosing care options for seniors from both a personal and professional perspective.

Building a Retirement Income Practice

April 14, 2017
By:
David Littell

There is a lot to consider when building a retirement income practice. Video interviews with Michael Kitces, Tom Hegna, and Peter Stahl address these issues.

A Shortcut for Determining Retirement Expenses

April 7, 2017
By:
David Littell

In a video interview with Curtis Cloke, CLTC, LUTCF, RICP®, Principal of Acuity Financial and Thrive University, and a regular contributor to the RICP® curriculum, we discuss a shortcut for determining retirement expenses.

Taking a Deeper Look at Long-Term Care and Retirement Planning

March 31, 2017
By:
David Littell

Here is a series of videos filmed with Anna Rappaport, Chairperson of the Society of Actuaries’ Committee on Post Retirement Needs and Risks.

The Complexity of Long-Term Care Planning

December 22, 2016
By:
David Littell

In our new video playlist “The Complexity of Long-Term Care Planning,” Dr. Sandra Timmermann addresses three areas not often discussed: the costs to caregivers, the challenge of hiring quality care, and the importance of care coordination.

Don’t Cancel that Universal Life Policy!

September 13, 2016
By:
David Littell

Occasionally a client has a universal life insurance policy that is not meeting expectations. When this happens, keeping the policy in force requires larger additional premiums than the client can afford or that would make sense based on the death benefit involved.

Medicare Planning Playlist

August 29, 2016
By:
David Littell

In this playlist, we have a series of lectures from Dr. Katy Votava, a nationally known expert on health care choices in retirement, discussing how financial advisors can help their clients address these issues.

Retirement from the Perspective of a 20-Year-Old

August 4, 2016
By:
Thomas Mingey

Every summer, the New York Life Center for Retirement Income hires an intern funded by the New York Life Retired Managers Club. The summer 2015 intern, Thomas Mingey, wrote a blog post about retirement from the perspective of a 20-year-old college student.

Social Security April 29 Grandfather Deadline Fast Approaching

April 14, 2016
By:
David Littell

As most advisors are well aware, two Social Security strategies that have been used by married and divorced couples were recently eliminated and each has a different grandfathering rule. Watch the webcast that discusses these rules and deadlines in depth.

Pages