Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuities and taxes, part 2: Variable immediate annuity payments
By Tax Facts OnlineHow are payments under a variable immediate annuity taxed?
March 07, 2013
Mutual funds top products used by advisorsThe majority of advisors use mutual funds, common stock, ETFs and variable annuities.
March 07, 2013
Blueleaf names top custodians widely used by advisorsAccording to the report, more than 20 percent of advisors use each of the top four firms named.
March 07, 2013
Women closing retirement gap with menWomen are catching up with men when it comes to what they have saved up in their retirement plans and the rate at which theyre setting money aside.
March 07, 2013
Revealed: The 5 biggest barriers to retirement planningAmericans know they need to plan for their golden years, but many fail to do so. Here are five reasons why.
March 06, 2013
Boomers: Where do they go from here?Help your baby boomer clients adjust to their new reality.
March 06, 2013
5 reasons advisors are wasting their time on social mediaAcross the country, financial advisors are wasting their time on social media, but not for the reasons you may think.
March 06, 2013
Annuities and taxes, Pt. 1: Contract paymentsWhat general rules govern the income taxation of payments received under annuity contracts?