Using Fixed Indexed Annuities for Retirement Income
As the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
Bernanke Joins PIMCO as Senior Adviser
Former Fed chair was recently hired as an adviser to a hedge fund, and will continue as a fellow with the Brookings Institution.
Fed Likely Punting Rate Hike Till Later as Growth Cools
Fed expects a rebound from “transitory factors” hampering GDP in Q1.
To Maximize the Value of IRAs, Take Action When Client Is 69
IRA owners will say the year in which you turn 70 ½ is most critical, but it's the prior year when clients can reduce RMDs.
Half of Retirees Wish They Had Quit Earlier
If they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
Tax-Deferred Retirement Saving—Without a 401(k)
The single most powerful feature of an annuity is tax deferral, according to Mitch Caplan, CEO of Jefferson National, not features like guaranteed income and riders.
Tax-Deferred Retirement Saving, Without a 401(k)
The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
Northwestern Mutual to Settle Annuities Suit for $84M
The class-action lawsuit was triggered by a change it made in 1985 in how it calculated dividends for a fixed-income annuity.