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Retirement Income Journal: Retirement Income Journal - The information forum of the decumulation industry.

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Data Connection

The post Data Connection appeared first on Retirement Income Journal.


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What America pays for health care in retirement: Healthview

The more you earn in retirement and the longer you live, the more you'll pay in health costs in your old age, according to Healthview, a company that tracks such numbers. The IRMAA surcharge seems to be Uncle Sam's way of identifying rich retirees.

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Private Credit Anxiety and the Bermuda Triangle

The share prices of Apollo, KKR, and F&G Annuities & Life have fallen significantly over the past 14 months. Are investors skittish about their exposure to private credit? Or do they worry about the 'capital-light,' high-leverage Bermuda Triangle strategy of these asset managers and life insurers? (Let's not even talk about the wars.)

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Bulletin Board

News briefs on settlement of Busch-Pacific Life lawsuit, a personnel shake-up at DOL; the state of the pension risk transfers market; Pacific Life's longevity swap in Europe; alliance formed between Investment Company Institute and Defined Contribution Alternatives Association; Symetra enhances FIA features.

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Australia’s ‘Super’ Gets a Presidential Shout-Out

Australia's mandatory defined contribution retirement savings system is "a 'good' system that has 'worked out well' for Australia, the president said from the Roosevelt Room. Mr. Trump is flanked by House Speaker Mike Johnson (left) and billionaire Michael Dell, a donor to 'Trump Accounts.'

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