Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Financial advisors: Is your business identity at risk?
By Steven McCartyIdentity theft is a global epidemic afflicting millions of consumers every year. But consumers arent the only entities at risk.
April 02, 2014
BOE’s range of views has been limitedThe Bank of Englands Monetary Policy Committee has had a limited range of views because of its lack of diversity, according to Ros Altmann.
April 02, 2014
Your clients are getting older. So which clients should you focus on?Can your practice profit when most of your client base is in the deaccumulation phase?
April 02, 2014
Don’t be the ‘before’ pictureWhether you realize it or not, your competitors are trying desperately to cast you in an unflattering light. Dont give them the opportunity.
April 01, 2014
How IRA and Roth IRA distributions are taxedDistributions from a traditional IRA generally are taxed under IRC Section 72 (relating to the taxation of annuities).
April 01, 2014
Retirement planning is not for the passiveThe most bitterly fought ideological skirmish in the investment world is that waged between advocates of active and passive investment management.
April 01, 2014
Retiring abroad: Saving money, finding adventureAuthors of a new book on retiring abroad show how retirees can save hundreds of thousands of dollars and enjoy a high-quality life overseas.
April 01, 2014
In Russia we trust?Russia is back on the map politically and economically and that is a scary thing.