What Advisors Don’t Know About Variable Annuities: VA Mechanics
By Mike HenkelTo understand how VAs differ and where they fit in a clients portfolio, first understand their common traits, like how a guaranteed withdrawal rate actually works.
March 20, 2013
Are lower cost variable annuities with lifetime benefits a bargain?Asset allocation is more important than ever in newer variable annuities.
March 11, 2013
VA summary prospectus model on its wayThough no date has been set, the SEC is inching closer to formulating rules for a summary prospectus.
March 11, 2013
VA summary prospectus model on its wayThough no date has been set, the SEC is inching closer to formulating rules for a summary prospectus.
March 08, 2013
What’s behind the annuity M&A blitz?Private equity firms have taken a liking to annuities. Can they run the business any better?
March 07, 2013
Annuities and taxes, part 2: Variable immediate annuity paymentsHow are payments under a variable immediate annuity taxed?
March 07, 2013
Annuities and taxes, part 2: Variable immediate annuity paymentsHow are payments under a variable immediate annuity taxed?
March 06, 2013
Annuities and Taxes, Pt. 2: Variable Immediate Annuity PaymentsThe Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.