Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Standard offers single premium deferred indexed annuity
By Kristen BeckmanThe annuity offers the ability to receive interest based on increases in an index with dynamically adjusting investment allocations.
December 27, 2016
31% Cut in Social Security Benefits Needed by 2031: CBOAn earlier report from the Social Security Trust Fund projected a 21% cut in benefits beginning in 2034 if the status quo remains.
December 22, 2016
Wirehouses Reps Move to Baird, RBC: Recruiting RoundupMeanwhile, two LPL-affiliated wealth firms with $2 billion in combined assets plan to merge.
December 21, 2016
Sex, Drugs and Pay-to-Play Fraud Hit New York Pension Fund: SECTwo brokers were charged with providing thousands of dollars in gifts to a former NY state pension fund official in exchange for billions in business.
December 21, 2016
FINRA’s 12 Fines of Christmas: Wells Fargo, LPL Flub Security of RecordsThe companies were fined a total of $14.4 million, as some firms failed to keep millions of records in the proper electronic format.
December 19, 2016
The Roth Annuity: A Bright Star in Annuity InvestingAdding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
December 15, 2016
Court Refuses NAFA Bid to Block DOL Fiduciary RuleThe Department of Labor has scored another legal victory for its retirement rule, this time in federal court in Washington.
December 15, 2016
Annuity Sales to Plunge Under DOL Fiduciary Rule: CerulliIRI also says that industrywide annuity sales in the third quarter dropped 12% from a year ago.