How to Handle Changes to Social Security Claiming Rules
An explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
DOL Fiduciary Rule a ‘Wild Card’ for Annuity Industry
While annuity providers are bracing for potential repercussions of the rule next year, sales of income-oriented annuities are expected to surge as rates rise.
Top Portfolio Products: New Indexes from ArthVeda; ETFs from Guggenheim and State Street
How State Street's new Natural Resources ETF redefines the label.
6 Key Economic Trends for 2016: SIFMA
Milestones in employment and inflation seen amid steady growth.
Munnell Report Rattles DC vs. DB Plan Debate on Investing, Fees
A white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
Indexed Annuity Providers’ Latest Twist: Uncapped Index Crediting
Carriers have tinkered with the uncapped index crediting method to allow for greater market participation as indexed annuities’ appeal has dimmed.
To Delay Social Security Claiming, Offer Lump Sum Benefit: Report
Olivia Mitchell and her fellow researchers find that many workers would delay starting their benefits, and work longer, if they received a lump sum.
Maximizing Fixed Indexed Annuity Earnings With Interest Crediting
Choosing the most appropriate interest crediting method can make or break a client’s FIA strategy.
High Up-front Costs Spook Cognitively Impaired Investors, Study Finds
For advisors recommending an annuity to these clients, the way they frame the information is crucial.
Annuity Wars Highlight Rift Between Factions
Are annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.