Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL Fiduciary Rule Causes Pullback on Sale of Annuities, Funds by Insurers
By Arthur D. PostalState Farm Insurance says it will not accept liability on the future sale of annuities or mutual funds.
September 15, 2016
U.S. Justice Department Investigating Wells FargoThe probe follows a $185 million fine levied by regulators who charged the bank with opening 2 million accounts without customers' approval.
September 14, 2016
Pension Spending Shows Big Impact on Economy: NIRS ReportIn 2014, retiree spending of pension benefits generated $1.2 trillion in total economic output, supporting 7.1 million jobs, according to the report.
September 14, 2016
GRAT Valuation Discounts Disappearing SoonClients have a short window to use valuation discounts for transfers of interest in family businesses under Treasurys current rules.
September 12, 2016
Half of IRA Rollovers to Stay in Plan After DOL Fiduciary Rule: CerulliAdvisors will have to offer more services to clients to support a rollover recommendation to an IRA, suggests new research from Cerulli.
September 12, 2016
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and DirexionFidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
September 10, 2016
GAO supports lifetime investment optionsThe Department of Labor isnt doing enough to encourage workers to consider such lifetime income options as annuities, the Government Accountability Office says in a new report.
September 10, 2016
GAO supports lifetime investment optionsThe Department of Labor isnt doing enough to encourage workers to consider such lifetime income options as annuities, the Government Accountability Office says in a new report.