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 Roth Annuity: A Bright Star in Annuity Investing
By Robert Bloink, William H. ByrnesAdding 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 14, 2016
Q3 annuity sales remain ahead of 2015 despite declinesYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 14, 2016
Q3 annuity sales remain ahead of 2015 despite declinesYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 14, 2016
Mercer Bullard: Think DOL’s Fiduciary Rule Is Too Strict? Blame SECThe investor watchdog talks to ThinkAdvisor about why SEC Chair White has failed investors and why Social Security shouldn't be confused with annuities.
December 06, 2016
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 06, 2016
Two questions help clients avoid annuity surrender chargesDetermining your clients' financial goals can help you alleviate their concerns about surrender charges.
December 05, 2016
What the Future of Social Security Looks Like: Bill ReichensteinReichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.