Old IRS tables clash with current annuity pricing
When old IRS tables are combined with current annuity practices, the actual annuity annual income can be completely non-taxable.
It’s splitsville: Divorce and SPIAs 2015 update
When the annuity is valued for division purposes it always valued relative to the individuals(s) who benefit from the contract.
Elder financial fraud and immediate annuities
A recent MetLife Mature Market Institute survey estimates the understated annual elder financial fraud loss at $2.9 billion.
Don’t let catastrophe ruin your financial life
A new book on immediate annuities helps consumers have a safety net when a financial catastrophe occurs.