Case Study

Social Security Claiming: The Case of the Middle-Earning Widower

By John Manganaro

Various claiming strategies exist for mid- to high earners who have access to a survivor benefit.

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Expert Opinion

Buffer ETFs vs. Annuities: Which Are Better for Retirement Income?

By Roger Wohlner

These defined outcome ETFs pair some annuity-like benefits with greater flexibility.

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News

Surging Rates Stoke GOP Tensions on Paying for Tax Cut

By Steven T. Dennis and Enda Curran

Yields on 10-year Treasurys are double what they were just before Trump started his first term.

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Analysis

Delay Social Security, Invest More or Buy an Annuity: What's Best for Retirement Income?

By John Manganaro

It's possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.

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Commentary

COLI Advisors are Retiring Faster than They Can Be Replaced

By Jessica Dowdy

The industry's painful loss is a huge opportunity for younger financial professionals.

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News

Prudential Joins Effort to Sell New Way to Tap Retirement Assets

By Allison Bell

The company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.

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