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.
News

Fee disclosure puts thousands of plan advisor jobs in play

For nimble plan sponsor advisors, 408(b)(2) and 404a-5 open new opportunities. For the less nimble, the new regulations mean job insecurity. But will fee transparency reduce fees at the expense of quality? That is the question.