Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
3 Lessons Prince Left Agents and Advisors
By Allison BellThe Rock and Roll Hall of Famer died a year ago, without a will.
April 16, 2017
NAIC Tees Up on Annuity Suitability ModelsA former state insurance regulator says states are in the best position to handle this particular ball.
April 13, 2017
Advisor Group Grabs Cetera’s Chief Legal Officer, Appoints New CFOMcKenna's general counsel and chief legal officer role is a new position designed to align risk and legal approach in the new fiduciary era.
April 10, 2017
Trust Company of America Launches ETF Trading Platform: Portfolio ProductsIn other product news, JPMorgan Municipal Income Fund receives Socially Conscious designation from Morningstar.
April 10, 2017
Navigating the Maze of Variable AnnuitiesTax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
April 04, 2017
What Are Taxes on a Lump Sum Payout of an Annuity?Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
March 23, 2017
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in MassachusettsIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.