Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
An Annuity Alternative That Simplifies Retiree Payouts
By Melanie WaddellManaged payout funds are "a major alternative to an annuity," AARP's David John says.
August 03, 2019
State Regulators Push Annuity Sales Standards Project One Step ForwardOne provision could create an out for consumers who don't want to tell annuity sellers about their finances.
August 02, 2019
Top 10 Most Influential Financial Advisors of 2019: InvestopediaThese are the most engaged, influential and educational advisors in the U.S., according to the investing site.
August 02, 2019
New York State Implements Best-Interest Standard for Annuity SalesExpected next year: a New York state fiduciary rule for securities sales.
August 01, 2019
Tell Clients About Sequence of Returns RiskThe author takes a hard look at Trish and Roberto, and finds that Roberto has problems.
August 01, 2019
Should Advisors Use Annuities for Their Clients?Advisors are divided about the use of annuities. Some advisors don't use them at all and the ones that do can be divided over what type to use.
August 01, 2019
Ohio National Fighting to Avoid FINRA ArbitrationThe insurer faces a new lawsuit filed by Kestra Financial's parent firm over its decision to stop paying advisors certain annuity commissions.
July 31, 2019
What the Heck Is a 'Financial Instrument': Annuity Model CommenterBirny Birnbaum says a proposed notice update would make indexed annuities a wrapper for... anything.