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.
Featured

Gray Zone Strategies

"If you are in the gray zone, be very leery about any strategy that does not involve some form of annuities," Otar writes.

Neapolitan Annuity

Hartford Life’s new Personal Retirement Manager is three products in one. It bundles a deferred income annuity with a variable investment and a fixed return account.
News

One-Third of Health Care Spending Wasted

“By attacking waste, health care costs can be reduced without adversely affecting the quality of care or access to care,” said Robert Kelley of Thomson Reuters.