Inflation Cushion

PIMCO envisions a trillion-dollar retail and institutional market for its new TIPS-based ‘Real Income’ managed payout funds.

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

Early Reviews of PIMCO’s Payout Funds

Immediate reactions from advisors, retirement income consultants and academics ranged from skepticism to enthusiasm to uncertainty about the costs.
News

Even a Mild Windfall, Apparently, Can Kill You

Two economists have documented an increase in fatal heart attacks, strokes and traffic accidents shortly after the receipt of money, such as monthly Social Security checks.

Many Nurses Need Help With Retirement Planning

Nurses tend to distrust “outsiders,” but most indicated they would attend a free, unbiased financial planning workshop sponsored by a professional nursing organization.