Key Articles:

• The Wall Street Journal, "The Case for Income Annuities," Reporter Jeff D. Opdyke outlines the specific merits of income annuities in the findings of the Wharton study.
• Chief Executive Magazine, "How to Help Baby Boomers Manage Their Wealth," by Sy Sternberg.
• The Wall Street Journal, "Before You Open That Nest Egg...," reporter Glenn Ruffenach interviewed Ted Mathas for article on annuities.
• The New York Times, " Looking Out for Yourself; Some Tips," reporter Eric Dash interviewed Ted Mathas on the importance of annuities.
• Vital Speeches of the Day, "Retirement: Looking at Ways Not to Outlive Your Assets," Ted Mathas' speech to the AARP Foundation Women's Leadership Circle launch event in Washington, D.C.
• Business Week, "New Wrinkles For Annuities," Anne Tergesen interviews COO Ted Mathas in "New Wrinkles For Annuities" for the magazine's annual Retirement Guide.
• The Wall Street Journal, "AARP Lends Its Name, And Rolls, to New Annuity," Jeff D. Opdyke interviewed SVP Brian Duffy New York Life's AARP Lifetime Income Program.

New!  Click here to view Ted Mathas on WealthTrack

• Ted Mathas Interviewed by Consuelo Mack on WealthTrack, a public television weekly series.
  

 Click here to view Ted Mathas on WealthTrack

• Ted Mathas Interviewed by Consuelo Mack on WealthTrack, a public television weekly series.
  

Calculators:

• Retirement Income Distribution
  Provides a breakdown of retirement income and displays percentage of income supplied by Social Security, IRA, or pensions.
• 72(t) Distribution
  Determines your allowable 72(t) Distribution and how it can help fund your early retirement.
• What will my expenses be after I retire?
  Determines what your expenses will be for each year of your retirement. You might notice that your tax payments increase substantially as you begin to withdraw from your tax-deferred accounts.
• How much of an effect will inflation have?
  Extreme, unanticipated increases in the cost of living can seriously affect the ability of your retirement fund to sustain you as planned.
• Required Minimum Distribution
  Determines the minimum amount you are required to withdraw from retirement accounts upon turning 70 1/2.
• Comprehensive Retirement Planner
  Helps determine if your current plans for retirement will be sufficient.
• What if I underestimate my expenses?
  Helps you estimate your expenses.

Please note: clicking on these links means you will be leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are visiting. This information is being provided strictly as a courtesy.

• Social Security Benefit Calculator Download
  The Office of the Actuary, Social Security Administration, produces a Social Security Benefit Calculator. It produces the Social Security benefit for an old-age, survivor, or disability claim, given the characteristics of a particular worker (such as birth date, past earnings, and type of benefit). It also produces the "primary insurance amount" (PIA), "maximum family benefit," the actuarial reduction or increment factor (for early or delayed retirement), and the monthly benefit amount (MBA).
• Social Security Quick Calculator
  Benefit estimates depend on your date of birth and on your earnings history. For security, the "Quick Calculator" can not access your earnings record; instead, it will estimate your earnings based on information you provide.

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