Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Why It Pays to Shop Around for Annuities
By David Blanchett and Branislav NikolicThe average variation in payout rates has historically topped 30% for some types of annuities, recent research finds.
August 03, 2022
Inflation Is Women's Biggest Financial Worry: SurveyEven among the highest earners, only 44% said they knew how to address inflation risk in their portfolios.
August 02, 2022
Everything You Need to Know About Annuity InvestingLearn how annuities work, their pros and cons, and what type of annuity might be right for your client.
August 02, 2022
The Variation in Some Annuity Payouts Has ExplodedThere's lots of evidence that shows a big benefit to "shopping around" for immediate annuities, especially when interest rates are rising.
August 01, 2022
Millennials Are In for a Big Social Security Planning SurpriseThey will likely face a cut in benefits, but closing the gap is more achievable than they might think.
August 01, 2022
Are Clients Too Scared of Long-Term Care Costs?A T. Rowe Price vice president thinks that might be the case. Others have different ideas.
July 29, 2022
Independent RIAs, Clients' Annuities and Fiduciary ControlOne possible solution could be using an outsourced insurance desk.
July 29, 2022
Retiring Early Could Go Wrong: Greg GagneA top wealth advisor looks at how the pandemic has changed his clients' lives.