Income

Income can refer to cash flow derived from a variety of sources, including personal earnings, investment earnings, businesses or even real estate. These forms of income are generally referred to as earned income. There are also sources of unearned income, particularly when discussing investments. Dividends, capital gains and interest are common examples of unearned income.

Meir Statman on the Behavioral Obstacles Affecting Investing and Retirement Planning

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University, and Visiting Professor at Tilburg University in the Netherlands.

His research on behavioral finance has been supported by the National Science Foundation, CFA Institute, and Investment Management Consultants Association (IMCA) and has...

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Defined Contribution Plan

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Personal Pension Plan

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MetLife is Nudging the World of Defined Contribution toward Income Annuities

Jody Strakosch is the National Director for MetLife’s Retirement Products Group. In this role, Jody has a broad perspective on developments in the institutional space. In other words, Jody is intimately familiar with how in-plan accumulation and point of retirement annuities are evolving in the defined contribution arena.

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Defined Contribution Plan

Insurance

Longevity Insurance

Fiduciary

Required Minimum Distribution

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Policy Group Proposes Significant Changes to Social Security

A Democratic-leaning policy group known as Third Way has released a proposal that offers recommendations for trimming the U.S. federal budget deficit. Among the set of recommendations are proposed modifications to Social Security : Eliminate Social Security benefits entirely for individuals earning $200,000 or more in outside income and couples earning $400,000 or more. Begin to reduce Social Security benefits for individual incomes starting at $150,000 and couples with income of $250,000...

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Social Security

Income

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Taxes

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Social Security

Income

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Taxes

Annuity Digest Site Redesign

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Retirees Suffer in Current Low Interest Rate Environment

Financial Times personal finance columnist Matthew Vincent discusses the challenges that retirees face in the current economic environment. The gist of the story is that these are brutal times for savers who need to generate interest income to fund current spending needs. In other words, these are brutally difficult times for many retirees.

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