How to Walk Through Fire

Crossing the retirement "red zone" might be compared to a fire-walk. But here are three advisors who are guiding clients (and their portfolios) from age 55 to age 65 with barely even a hot-foot.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
Featured

Nationwide and MSSB Ink SALB Deal

A Nationwide income guarantee will be offered to Morgan Stanley Smith Barney's Select UMA holders. The wirehouse expects to use up the initial $250 million capacity in six months.

‘Breakaway Broker’ Is A Myth

Wirehouse reps still manage almost half of the assets in all retail advisory channels, according to Cerulli Associates' exhaustive annual study.
News

Obesity Linked to Retirement Insecurity

Per capita medical spending for the obese is $1,429 higher per year, or roughly 42% higher, than for someone of normal weight, a new research study claims.