Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Retirement: Ibbotson on Fixed Indexed Annuities; Reverse Mortgages as Next 'Hot Topic'
By Bernice Napach | Melanie WaddellIbbotson research looks at effects of substituting FIAs for long-term bond allocation.
April 13, 2018
Annuities Boost Single Women's Retirement Confidence: LIMRAThe effect on single men isn't as pronounced, the LIMRA Secure Retirement Institute finds.
April 10, 2018
Boomers With Advisors, Annuities Are More Retirement-Ready: IRIBoomers with annuities are more likely to have at least $100,000 saved, IRI finds.
April 03, 2018
Using Variable Annuities as a Tax-Friendly Rebalancing ToolA VA can provide a way to rebalance a portfolio of stocks and bonds with minimal tax impact.
April 03, 2018
Ibbotson: Can Fixed Indexed Annuities Beat Bonds in Retirement Portfolios?Ibbotson has published a paper showing the effects of substituting FIAs for all or part of a long-term bond allocation.
March 19, 2018
Gibson Dunn: No 'Circuit Split' on DOL Rule; Decision Applies NationwideThe decision removes the fiduciary rule from the books, say attorneys who argued against the DOL rule.
March 12, 2018
Transamerica, Businessolver Launch Wealth and Health Integration: Portfolio ProductsIn other product news, Virtus adds a small-mid cap fund and Allianz Life launches a fixed indexed annuity.
March 06, 2018
These 3 Carriers Are Still Annuity GorillasThe very biggest U.S. issuers did better in 2017 than the market as a whole, according to new NAIC data.