Monday, November 5, 2012

2012 Annual IFID Centre Conference


On November 22 (Thanksgiving Day in the states), I'll be at 2012 Annual IFID Centre Conference in Toronto. This is Moshe Milevsky's group.

If you have a chance to be in the Toronto area, it's looking to be a pretty interesting conference.  I'll be speaking on "An Efficient Frontier for Retirement Income." I'm also looking forward to meeting Anthony Webb from the Center for Retirement Research at Boston College, and hearing his presentation about a paper that's been getting lots of press recently, "Should Households Base Asset Decumulation Strategies on Required Minimum Distribution Tables?"  There's also going to be a talk on how to best draw income if you find yourself a lucky owner of an old guarantee rider on a variable annuity which provides more valuable guarantees than anything new on offer today. A final presentation will focus on how to optimize between traditional IRA (backloaded taxes) and Roth IRA (frontloaded taxes) accounts in light of unknown future tax policies and the complications arising with other parts of the tax code.

Hope to see you there.