Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
RICP®: My impression
By Ed McCarthy, CFP, RICPIf you're thinking of pursuing the RICP find out what one graduate has to say the extensive program.
January 08, 2015
How to plan for the great wealth shiftAlthough clients might have initially chosen to invest in an annuity to accumulate retirement savings, a fixed annuity also can be used as a wealth transfer strategy.
January 07, 2015
What to expect when expecting... an inheritanceThe largest transfer of wealth in history ($59 trillion) will change hands over the next four decades, but heirs will lose, spend or donate half of it.
January 07, 2015
5 ways cash-hungry PPACA exchanges could take you onUncle Sam is sending them out to earn their keep.
January 07, 2015
In 5 years, millennials will make up 50% of the workforceHow well is your company prepared for this demographic change? Here are five ways to get ready.
January 07, 2015
Sorry, California: Here are the top 10 worst cities for jobseekersYou've seen the best. Now here are the rest.
January 07, 2015
What you need to know about annuities with GMIB ridersAnnuities with guaranteed income benefit riders are popular and appear valuable, but it's still worth running the numbers.
January 07, 2015
Defined contribution plans: Three options beyond the 401(k)Most benefits managers think of dc plans as being synonymous with 401(k)-type plans, but employers may want to consider other types of dc plans.