Dubya’s Lingering Gift

Tax rates are obviously northbound. So high-bracket folks should convert to Roth IRAs next year, right? Not necessarily, advisors told us.

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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Income-Oriented Advisors Seek Validation: Survey

“The market now seems divided among total return, pooled and income floor practitioners with none of these approaches appearing to dominate," say Howard Schneider and Dennis Gallant.

Should Annuity Firms Care About Social Media?

The annuity industry has been slow to adopt social media. But given the industry’s target audiences, does it matter? Download an excerpt from the report "Social Media: Trends and Tactics in the Financial Services Industry."

RMD and Dangerous? Not Really.

The RMD must surely suffer when people discuss Roth IRA conversions, just as cavemen suffer when they see Geico commercials.