Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The ghost of Internet Social Security
By Richard Hoe, ChFC, CLU, AEPWhat happens to all the money the government collected from you and from your employer if you die before retirement age?
March 06, 2014
The ‘I don’t know’ opportunityTheres opportunity in uncertainty. Help your clients hedge their bets for the future by providing them with solid retirement income-planning strategies.
March 06, 2014
Annuities and Taxes, Pt. 2: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and the rules governing the income taxation of payments received under annuity contracts.
March 06, 2014
Ex-Dewey executives charged with fraudThree former executives at Dewey & LeBoeuf LLP were charged with a blatant $200 million fraud that spurred the largest law firm bankruptcy in history.
March 06, 2014
SPIAs and the second-marriage manWhen a man marries a much younger woman and then purchases a SPIA with his money, what do you think happens when he dies a few years later, even though he's named his bride the annuitant on the policy?
March 06, 2014
Annuities and taxes, pt. 1: Variable immediate annuity paymentsIf your client asks, do you understand how the payments under a variable immediate annuity are taxed?
March 06, 2014
Annuities and taxes, pt. 1: Variable immediate annuity paymentsIf your client asks, do you understand how the payments under a variable immediate annuity are taxed?
March 06, 2014
Do your clients have retirement assets in 'orphan' accounts?A recent survey of working Americans age 45-75 with more than $100,000 in household assets found that the majority had balances left in former employers' DC plans, creating "orphan" accounts.