Safeguarding Retirement With 401(k) Plan In-Service Withdrawals
Little-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
Wells Fargo Adds 11 California Reps With $1B in AUM
The wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
Annuity Sales Hit 3-Year High: IRI
Citing Beacon Research and Morningstar, IRI said both fixed and variable annuities had the highest sales in three years.
New Hybrid Indexed Annuities Balance Market Volatility
Insurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
Fixed Annuity Sales Rising in 2014, but Why Now?
Since the equity markets have risen, VAs should be more appealing as a retirement income-planning product. So why are sales of fixed annuities up so sharply while VA sales have fallen?
Clients Want Ethical Advisors. Are You One?
Steven Blum, author of "Negotiating Your Investments," says advisors’ duty to clients goes beyond a fiduciary standard.
Revenge of the Variable Annuity
VAs, a much-derided investment product, may be central to the future of retirement.
The Man Who Blew the Whistle
A former MassMutual agent turned SEC annuity whistleblower spoke about his experience to Joe Nocera of The New York Times.
Which Annuity Is Optimal? SPIAs vs. DIAs
A study of fixed income annuities across 6,000 scenarios ranked one type higher, but the other could soon snatch the annuity crown.
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.