Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Why Ken Fisher still hates annuities
By Jane Wollman RusoffThe Fisher Investments founder discusses the "lies" annuity salespeople tell and how he buys clients out of their surrender fees.
October 27, 2015
Treasury, IRS seek to clarify same-sex marriage tax rulesThe proposed rules provide more clarity on same-sex couples tax treatment in light of two Supreme Court decisions.
October 27, 2015
A re-cap from Ed Slott's Elite IRA Advisor Group workshopAdvisors from across the nation gathered in Denver, Colorado last week for the Ed Slott's Elite IRA Advisor Group workshop.
October 27, 2015
Learning Social Security’s ins and outsOptimizing Social Securitys retirement benefit has gone from being an obscure, wonkish topic to an essential part of retirement income planning.
October 27, 2015
13 countries with better retirement systems than the U.S.The U.S. continues to decline in Mercers ranking of the worlds pension systems but there are ways to reverse this trend.
October 27, 2015
Numbers don't lie. So why don't we look at them first?If you arent already looking at your business analytics, now is a great time to take a few moments and put in place some systems to measure your numbers.
October 26, 2015
Experts say DOL rule will remain largely unchanged"There are a lot of unintended consequences and a lot of problems with the rule," said one LIMRA panelist.
October 26, 2015
SEC fiduciary rule still a long way offThe SEC's Investment Management director says the unit is still working on a uniform fiduciary recommendation--but lawmakers aren't happy with the timeline.