Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How Clients Can Cut or Avoid RMDs: Kiplinger
By Ginger SzalaThese strategies can help keep retired clients from having to withdraw money they don't need.
February 26, 2019
Bill Good: A Guide to Retirement Planning for AdvisorsYou may love what you do, but "they will carry me out of here" is not a retirement plan.
February 26, 2019
Retirement, DIAs and Shortfalls in Focus: EBRIRecent research uncovers insights into deferred income annuities and other issues.
February 26, 2019
Editor's Note: A Wealth of UnderstandingIn rich detail, Michael Finke provides takeaways from his meeting with Bill Sharpe.
February 25, 2019
Why That MYGA Rate Is So HotHere are six tradeoffs to look for when evaluating multi-year guaranteed annuity rates.
February 20, 2019
These 10 States Are Best for a Financially Comfortable RetirementDepending on the income you've got to see you through retirement, location can make a vast difference.
February 19, 2019
Please Harmonize With SEC Reg BI: Insurance Groups to NAICIRI is praising the SEC's approach. Three other groups told the NAIC they want a buffer against state fiduciary rule proposals.
February 19, 2019
What Millennials Want From Their Advisors: NationwideResearchers asked millennials what they look for in an advisor and what they want advisors to do.