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    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

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    Market Stabilization Through Year’s End: A Goldilocks Approach

    A man reading a news update on his phone.

    Shutdown delayed, but investors remain uneasy

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    Contrarian buy signals echo last year’s bear-market low

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A senior couple reviews their tax return.

    The benefits of charitable contributions: a guide for financial professionals

    A group of professionals in a meeting.

    Student debt and retirement: 6 tips to help guide clients toward financial stability

    A man and a young boy building structures with colorful Lego blocks.

    Extraordinary Conversation: Addressing the long-term care challenge

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  • illustration of a capitol building and United States map on a blue background

    What’s new in Washington: Secure Act 2.0, RMDs, taxes, and more

    A lot has happened in Washington in recent months affecting the future of people’s income taxation, retirement savings, and beneficiary planning.

    Client outcomes April 14, 2022
    • legislation
    • retirement classes
    • retirement income
    • taxes
  • A father and two sons sitting on a bench talking

    2021 RMD due dates aren’t the same for all 72-year olds – Avoid a costly mistake

    It is important for IRA owners and qualified retirement plan participants who must take an RMD to take it by the appropriate due date.

    Client outcomes November 19, 2021
    • retirement planning
    • RMD
  • a couple talking to a financial professional

    RMD tables to change in 2022 – less will have to be taken by owners and beneficiaries

    RMD tables will change in 2022. The current tables will still be used to calculate 2021 required minimum distributions (RMD).

    Client outcomes November 12, 2021
    • retirement planning
    • RMD
    • taxes
  • A happy couple having a meeting.

    How to help clients maximize Medicare and Social Security benefits

    Where Medicare and Social Security meet; how to help clients maximize benefits and minimize costs

    Client outcomes September 14, 2023
    • health care
    • retirement planning
    • Social Security
  • A team at work

    Personal, estate, and business tax planning strategies for 2023

    Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023.

    Client outcomes March 6, 2023
    • retirement income
    • taxes
  • How to approach the upcoming midterms

    Politics and portfolios: what the midterms mean for markets

    Capital Market Impact September 29, 2022
    • elections
    • inflation
    • legislation
  • female retirees chatting on a couch

    Helping Recent Retirees During the Great Resignation

    The Great Resignation could also be described as The Great Retirement

    Client outcomes May 11, 2022
    • client relationships
    • great resignation
    • income planning
    • retirement planning
  • illustration of calculator and tax documents

    Personal, estate, and business tax planning strategies for 2022

    Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment.

    Client outcomes February 11, 2022
    • income planning
    • investing strategies
    • retirement planning
    • taxes
  • Correction concerns

    Financial professionals can counter client emotions during downturns with actions that fit their overall financial plan.

    Capital Market Impact February 2, 2022
    • investing strategies
    • market commentary
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Navigation

  • Practice Management
    • Practice Management
    • Business Growth
    • Professional Development
    Team members at work.

    Tradition meets innovation: annuity products and technology

    Unconscious bias: Acknowledging, owning, and overcoming our biases

    FARE helps Black financial professionals thrive

  • Markets and Economy
    • Markets and Economy
    • Capital Market Impact
    • Economic Commentary
    • Daily Economic Commentary
    A cashier helping a customer.

    Market Stabilization Through Year’s End: A Goldilocks Approach

    A man reading a news update on his phone.

    Shutdown delayed, but investors remain uneasy

    A group of people in a meeting.

    Contrarian buy signals echo last year’s bear-market low

  • Client outcomes
    • Client outcomes
    • Retirement Income Planning
    A senior couple reviews their tax return.

    The benefits of charitable contributions: a guide for financial professionals

    A group of professionals in a meeting.

    Student debt and retirement: 6 tips to help guide clients toward financial stability

    A man and a young boy building structures with colorful Lego blocks.

    Extraordinary Conversation: Addressing the long-term care challenge

  • About the blog
    • Our Contributors
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This material is not a recommendation to buy, sell, hold, or rollover any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should work with their financial professional to discuss their specific situation.

Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA. The Nationwide Retirement Institute is a division of NISC. Nationwide Funds distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation, and Nationwide Fund Distributors are separate but affiliated companies.

The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance Company. It also includes trust programs and trust services offered by Nationwide Trust Company, a division of Nationwide Bank ®.

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