Editor's Note

Protected Lifetime Income Benefits: The Future of Longevity Protection

David Blanchett, CFA^®, CFP^®

Private Risk Pooling: A Fresh Approach to Longevity Risk

Dario Fusato, PhD

Retirement and Lifetime Income: An Achievable Reality

Kevin Rafferty
Ryan Grosdidier

Understanding Tax Cost in Portfolio Transitions

David Gordon, CPWA^®, CFA^®

Bridging Client Biases in Retirement: Framing Effects, the Familiarity Principle, and Income-centric Approach to Planning

Jennifer Gongola, PhD
Avi Sharon, PhD

Preparing for the Impending Long-Term Care Crisis

Harry S. Margolis, JD

Creating a Care Plan for Your Aging Clients

Robert B. Mauterstock, CFP^®

Sustainable Investing: A Trustee’s Friend or Foe?

Stan Treger, PhD
Amy Szostak, JD, CIMA^®, CFTA, STEP

On a Mission to Help Young Savers Achieve a Secure Retirement: A Discussion with Anne Lester, Catherine Collinson, David John, and Robert Powell, CFP®, RMA®

David John
Robert Powell III, CFP^®, RMA^®
Anne Lester
Catherine Collinson

Longevity Risk: A Discussion with Wade Pfau, PhD, CFA®, RICP®; Moe Allain, RMA®, CPWA®, AAMS®; and Robert Powell, CFP®, RMA®

Wade Pfau, PhD, CFA^®. RICP^®
Stephen "Moe" Allain, CPWA^®, RMA^®, AAMS^®
Robert Powell III, CFP^®, RMA^®

The Investor–Advisor Disconnect: 2022 Advisor and Investor Research

Phillip Toews