MetLife’s New DIA, and Its Competition

This story includes a handy chart that can help you compare the features of the deferred income annuity contracts currently offered by eleven U.S. life insurers. MetLife’s is the newest and most flexible.

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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The One True Path to Income

As we curse the low payouts of income products, it’s worth remembering that the fault isn’t entirely in our stars (low interest rates), but also in ourselves (insufficient savings).

Piketty and the Zeitgeist

'It is now acceptable to talk about inequality in America... This might explain why Piketty’s book has received greater attention in the US than in his native France,' writes this professor at Princeton's Institute for Advanced Study.
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