Is Time Running Out on the Fiduciary Proposal?

'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.

Who Rules the Top 1%?

Private businesses and partnerships lead most often to the top wealth brackets in the U.S., new research shows. In this edition of Research Roundup, we bring you summaries of research on variable annuity sales, the Fed's response to the March 2020 crash, and more.

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?
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RetirePreneur: Mathew Greenwald

Mathew Greenwald is the president and owner of a Washington, D.C.-based market research firm that conducts surveys for financial service providers, life insurers and investment managers.
News

Is Time Running Out on the Fiduciary Proposal?

'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.

Limit participants to three loans: TIAA-CREF

Paying off debt was cited as the top reason for borrowing from retirement plan savings (46%), yet only 26% of respondents said that paying off debt justified a loan.