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.
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Prudential To Launch TV Ad Campaign

In other news, Prudential said gross variable annuity sales for the third quarter reached a record $5.8 billion, compared to $2.5 billion a year ago. Net sales were $4.4 billion in the quarter.

With Stocks, the “Enemy Is Us”

Investor sentiment leads rather than follows the market, two economists say. And that may make stocks fundamentally risky.

RIJ Reaches a Milestone

Next week, Retirement Income Journal will begin charging a subscription fee. Our readers say we're worth it.