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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.

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.

Income Annuities Are More Than an Investment

February 5, 2016
By:
David Littell

Retirement income planning often feels like two steps forward and one step back. Just when it seems like there has been broader acceptance of important retirement income principals an article comes out that sets us back.

Tools You Can Use

January 28, 2016
By:
David Littell

Advisors regularly ask us at the Center for tools that they can use in building their retirement income practices. Here are four important ones that we have discussed with the creators of those products.

Congress Removes Two Popular Social Security Claiming Strategies

January 26, 2016
By:
David Littell

Many were surprised in November of 2015 when the Bipartisan Budget Reconciliation Act of 2015 removed two Social Security strategies for married and divorced beneficiaries.