Science, Business, or Something In-Between?

In the retirement income field, research ranges from almost “pure” science to borderline business promotion. It's not always easy to identify the boundary between the two.

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.
News

Derivatives lift MetLife in Q4 2011

MetLife reported derivative net gains of $351 million, after tax, which were largely due to declines in interest rates and gains in the company’s variable annuity hedging program.

The Bucket

Brief or late-breaking items from Capital One, ING Direct, New York Life, Guardian Life, LPL Financial, AXA Advisors, Envestnet, T. Rowe Price and Towers Watson.

It’s Conference Season

The approach of spring brings Grapefruit League baseball, income tax forms and a new parade of retirement industry-related conferences. We've updated our Events calendar just in time for the new season.

Markets Yet to Discount the Discounts

The author of "The Seven Deadly Innocent Frauds" and blogger at moslereconomics.com brainstorms about how the showdown over Greek debt might play out.