Pensions – [BonkNote]

Pensions – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Academy Life Insurance Company AIG – Banklike Annuities Athene Back to top C Company Investments Back to top D Defined Contribution Plans Delphi Pension DOL – Department of Labor DOL – EBSA – 1210-AB32 DOL – Fiduciary Rule DOL – Fiduciary Rule – Outline DOL – Fiduciary – Government Hearings…

Split-Funding 2019 – EntreLeadership – [Dave Ramsey] – How To Change Your Life and Your Business – Art Williams – [VIDEO-YouTube-54:47] 8:15 – In 1977 the Life Insurance Companies owned 60% of the Assets in the United States. They owned the politicians and they owned the Regulators. They had been in business for over 100 years. They did everything…

Retirement Income Plan Retirement Income Plan In the past decade or so, the once-sharp distinction between insured pension plans and non-insured pension plans has greatly diminished. Now, it is perhaps more meaningful to discuss a spectrum rather than a dichotomy. While many plans do not involve an insurance company, many others do, to one degree…

2021 1013 – Retirement Planning Education / [Andy Panko] – Cash Value Life Insurance as a Retirement Income Tool (Facebook Live, October 13 2021) – [Chris Kirkpatrick-LIFE180] – [VIDEO-YouTube-01:10:58] 2021 1013 – Retirement Planning Education / [Andy Panko] – Cash Value Life Insurance as a Retirement Income Tool (Facebook Live, October 13 2021) – [Chris…

Wade Pfau youtube.com/@retirewithstylepodcast 1977 – Born Years?- BA and BS – University of Iowa 2003 – MA and Ph.d (2003). – Princeton 2019 – Book – Safety-First Retirement Planning ——————————————————————————- ?- 2012-? – RIIA – The Retirement Income Industry Association – riia-usa.org/ Curriculum Director for RIIA 2003-2013 – Teaching at the National Graduate Institute for…

Defined Contribution Plans 2000 – LR – Rethinking the Risk of Defined Contribution Plans, by Regina T. Jefferson – 79p Abstract – This article analyzes the risk of shortfall in the expected retirement benefits in defined contribution plans, as regulated by the Employee Retirement Income Security Act of 1974 (ERISA). The article compares and contrasts the…

Retirement Income Strategy 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, Society of Actuaries – [link] 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation – 104p Income Target Objective Model – Excel-DownLoad Income Optimization Objective Model

2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries 2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries, U.S. Department of Labor, Employee…

Seed – Harvest Doug Andrew Eric Olson 7-Figure Squad – Matt Sapaula “seed” “harvest” “roth” Van Mueller Tom Hegna FFL Doug Andrew 1999 1102 – Salt Lake City – The Roth IRA A step In The Right Direction – However, There’s A Better Way To Have Tax-Free Retirement Income Without All The Strings Attached! -…

IUL – Retirement Income – Loans 2018 /2019 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed 2018 10 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed—Part 1, By Ben H Wolzenski and John S. McSwaney – p28-31 – soa.org/4934ca/globalassets/assets/library/newsletters/product-development-news/2018/october/pro-2018-iss111.pdf WHAT’S THIS ABOUT AND A QUICK…