Takeaways from the FPA Conference in Boston

At the Financial Planning Association's Business and Education Conference in Boston last weekend, Bill Reichenstein talked about tax-efficient withdrawal strategies, Steve Deschenes made a case for income-oriented American Funds, and David Blanchett explained that retirement might cost less than expected.

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 Chinese Economy and Fed Policy

"Unless there are surprising changes in the US economy, we can expect the Fed to start raising interest rates later this year, as Janet Yellen has proposed, and to continue raising them in 2016 and beyond," writes Harvard economist Martin Feldstein. This article first appeared at Project-Syndicate.org.

Questions for the DOL’s Tim Hauser

The DOL may believe that, by establishing a blanket “Best Interest” principle, it won’t have to pick winners and losers. But it can’t avoid picking winners and losers. A one-size solution never fits all.
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