Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Understanding the Rules and Avoiding the Tax Traps of 1035 Exchanges
By Robert Bloink, William H. ByrnesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 02, 2016
Recruiting Roundup: Raymond James Adds Merrill, Stifel TeamsThe IBD picks up groups across the U.S. with more than $2.3 billion in total client assets.
March 01, 2016
What’s Next for Variable Annuities After DOL Fiduciary Rule?VAs will have to evolve once the DOL fiduciary rule is finalized. Fee-based VAs or rider-free annuities may fit the bill, Byrnes and Bloink write.
March 01, 2016
LPL Expects to Launch Robo-Advisor This YearLPL is also casting a wide net to attract advisors, including those who want to simultaneously sell their business.
February 29, 2016
Group annuity risk transfer sales top $14 billion in 2015In the fourth quarter of 2015, group annuity risk transfer sales totaled $5.8 billion, nearly 19 percent lower than in 2014.
February 29, 2016
Group annuity risk transfer sales top $14 billion in 2015In the fourth quarter of 2015, group annuity risk transfer sales totaled $5.8 billion, nearly 19 percent lower than in 2014.
February 23, 2016
The Annuity 99% of Clients Should Avoid (and One That’s Better): Jane Bryant QuinnThe longtime personal finance commentator tells ThinkAdvisor about the type of annuity she has a new respect for and one that should give clients pause.
February 22, 2016
6 Ways to Prevent Going Broke in a Long RetirementPrepare for at least 20 to 30 years of retirement with rising health care costs and likely shrinking Social Security benefits, Wells Fargo says.