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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.

Current Trends in Executive Compensation

October 4, 2017
By:
David Littell

The financial services profession offers many opportunities for advisors to help add value for their clients. When working with companies, establishing executive compensation programs that help companies attract and retain talented executives is one such area.

Comparing Asset Allocation Approaches in Retirement Income Planning

September 1, 2017
By:
Veronica Lu

An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. In these three video interviews, Professor David Littell and Dr. Wade Pfau discuss three approaches to adjusting asset allocation.

Military Personnel Face Critical Decisions as the "Blended" Retirement Program Approaches

August 4, 2017
By:
Veronica Lu

This post features a comprehensive discussion of the current military pay system as well as a description of the substantial changes that become effective for active military who begin service January 1, 2018 or later.

Annuities: Addressing Retirement Happiness, Advisor Objections, and Client Objections

July 28, 2017
By:
Veronica Lu

In the following video series, Professor David Littell and noted retirement speaker and author, Tom Hegna, discuss the topic of income annuities and how they contribute to a retiree’s income and happiness throughout retirement, as well as how they mitigate any potential risk that may surround one’s retirement income.

Confronting the Retirement Risk Zone

July 7, 2017
By:
Veronica Lu

In this post we meet with two Australian researchers whose study of retirement income risks can be applied to client portfolios across the globe. Dr. Michael Drew and Adam Walk have been researching challenges of creating income from a volatile portfolio account value since Australia’s move to an employer-mandated defined-contribution system.

Retirement Income Research Findings with David Blanchett

June 30, 2017
By:
David Littell

One of the goals of the New York Life Center for Retirement Income is to share some of the latest research in the field of retirement income planning. In a recent interview with the prolific researcher David Blanchett, we discuss two important research areas: whether or not to change asset allocation with age, and the importance of making dynamic withdrawal and annuitization decisions.

Practical Considerations in Health Care and Long-Term Care Planning

June 2, 2017
By:
David Littell

Consumer studies continue to identify health care and long-term care costs as top concerns. Advisors helping clients prepare for retirement need to be able to help clients address these issues. In these videos, Jamie Hopkins and Kishon Pinckney interview Peter Stahl, one of the leading speakers on this subject.

Annuities in Retirement Income Planning

May 19, 2017
By:
David Littell

In this series of interviews, we talk with retirement income expert Curtis Cloke about using income annuities in a retirement income plan. The conversations include a discussion of the role of income annuities in retirement income planning, how Qualified Longevity Annuity Contracts (QLACs) fit into planning, and more.

Help Your Clients Learn About Retirement Income Planning

May 12, 2017
By:
David Littell

The 2017 RICP® Retirement Income Literacy Survey once again reminded us that consumers do not know a lot about retirement income planning. Encourage your clients to watch these videos made for consumers in which Anna Rappaport talks about three important retirement concerns.

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.

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