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Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities
Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities Description * This article summarizes Rev.- Authors: John Adney, Bryan W Keene
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Finance & Investments; Pensions & Retirement
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Managing “Black Swan” Stock Market Risks in Retirement
Managing “Black Swan” Stock Market Risks in Retirement In light of the increased frequency of the Black Swan stock market events, how should individuals and couples plan for retirement and try to ...- Authors: Kenneth Steiner
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Economic Scenario Generator - Investment Section Web Series - Risk Neutral
Economic Scenario Generator - Investment Section Web Series Session #3 - Risk Neutral This session will cover the following points: 1. Introduction to simulation and conditional simulation 2.- Authors: Alex Ulitsky , Hal Pedersen, Pawel Lojko, Sohini Chowdhury, Yury Krongauz, David Schraub
- Date: Jun 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Modeling & Statistical Methods; Pensions & Retirement
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Thinking Ahead: A Guide for Keeping Your Money Safe as You Age
Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced ...- Authors: Steven Vernon, Anna M Rappaport
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Health & Disability; Long-term Care; Pensions & Retirement
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Liability-Driven Investment
Liability-Driven Investment Research material that developed a Liability-Driven Investment (LDI) benchmark framework. 4/26/2019 12:00:00 AM ...- Authors: Kailan Shang
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement