RIJ’s Top Ten List for 2010

Letterman, look out. Retirement Income Journal offers its own list of the year's highlights in the retirement income industry (or in one person's small corner of it).

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

Unmet Expectations

Here’s one observer's somewhat disappointed reaction to the special section on Retirement Income Planning in the December 2010 issue of the Journal of Financial Planning.
News

Fees vs. commissions: a rebuttal

After Iowa advisor Curtis Cloke wrote to RIJ about our article, “Singing from the Fee-Only Song Book” (November 17, 2010), advisor Glenn Daily commented on Cloke’s letter. Cloke sent this letter in rebuttal of Daily's comment.

The Bucket

Late-breaking items from AXA Equitable, Lincoln Financial, MFS, Transamerica, Aon Hewitt, Principal Financial, Ernst & Young and more...