Although mentioned previously, it is worth noting again that Moshe Milevsky is the most active, creative and interesting voice in the asset decumulation industry.
Moshe produces copious amounts of outstanding materials that shed light on the world of annuities for both professional and consumer audiences.
A recent interview in The Journal of Financial Planning is highly recommended.
Moshe is working on a soon to be released book on lifecycle investing. In the Journal of Financial Planning interview he discusses:
- The future of variable annuities.
- The importance of human capital in the financial planning process.
- The importance of product allocation.
- Alternative views of risk tolerance.
- The key risks facing retirees: longevity, sequence of returns and inflation.
- The use of Monte Carlo analysis in retirement planning.
Source: The Journal of Financial Planning
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