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The seven funds are expected to begin trading in the first quarter.

The strategy could provide lifelong cash flow by trimming longevity risk.

The IBD's longtime head stepped down as part of a plan to remake the firm.

The startup aims to work with exchanges, over-the-counter venues and fund accountants as digital currencies gain more mainstream acceptance.

Jeremy Gumbley is CTO at Creditcall.

Eugene Green is CEO and founder of WishFinance.

Matthew Tharp is chief evangelist at bpm'online, which makes cloud-based software that merges customer relationship management features with business process management capabilities.

Upal Basu is a partner at NGP Capital, a venture capital fund.

Dave Watts is a cybersecurity consultant and president of NetFusion. NetFusion is an IT and cybersecurity firm in Southern California. NetFusion recognizes the needs of professional service firms for maximum employee productivity, data privacy, and security. NetFusion utilizes security expertise and their process-oriented approach to IT to provide professional service firms with industry best practices for productivity, disaster recovery and security.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.