While traditional investments will remain the best option in some circumstances, a 100% sustainable portfolio can deliver similar or better returns, UBS said.
IRA assets could be distributed based on oldest beneficiary’s life expectancy.
State legislature passes bill creating a post-mortem right of publicity.
Be open-minded about new ideas and solutions from beyond your office and professional network.
Yale University’s recent DC plan redesign highlights some of the lifetime-income innovation occurring in the 403(b) market.
Once again, younger median-wage workers would be penalized for investing.
When a client lives beyond their means, it creates nothing but headaches for the executor of their estate.
