Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Should Annuity Buyers Time the Market?
By Ben MattlinIn market terms, there's no "good" or "bad" time to buy an annuity, but certain factors can affect payouts.
October 18, 2021
14 Annuity Tax Facts to KnowHere's what advisors should know about taxation of death benefits, private and charitable annuities, and annuities' use in estate planning.
October 11, 2021
Allianz Sued for 'Assessing a Surrender Charge on the Surrender Charge' in VAsThe insurer used a formula that inflated surrender charges on variable annuities, the plaintiffs say.
October 11, 2021
Trendspotter: Demand for Guaranteed Retirement Income Is SurgingSteve Vernon, David Blanchett and Wade Pfau outline several ways advisors can help clients generate income for life.
October 06, 2021
BlackRock Adding Annuities to 401(k) PlansThe firm expects over 120,000 U.S.-based 401(k) plan participants will be able to access the annuity option starting in 2022.
September 30, 2021
Another Reason Advisors Are Warming to AnnuitiesAdvisors are also using annuities because they're making little or no money on bonds, a DPL Financial Partners survey found.
September 30, 2021
Onramp Clinches Integration With Riskalyze: Tech RoundupAlso, Envestnet | PMC rolls out a tax management service for mutual fund and ETF model portfolios.
September 28, 2021
Wade Pfau: How to Pick the Best Retirement Income Strategy for Each ClientThe best ways to generate income vary by individual and may not align with the advisor's preferences, Pfau tells ThinkAdvisor.