Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Munnell Report Rattles DC vs. DB Plan Debate on Investing, Fees
By Danielle AndrusA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 11, 2015
Annuity BreakdownFixed indexed annuities constitute the bulk of annuity sales revenue share.
December 10, 2015
To Delay Social Security Claiming, Offer Lump Sum Benefit: ReportOlivia Mitchell and her fellow researchers find that many workers would delay starting their benefits, and work longer, if they received a lump sum.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 09, 2015
The charitable gift annuity: 10 talking points for donorsFor philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
December 07, 2015
Maximizing Fixed Indexed Annuity Earnings With Interest CreditingChoosing the most appropriate interest crediting method can make or break a clients FIA strategy.
December 02, 2015
High Up-front Costs Spook Cognitively Impaired Investors, Study FindsFor advisors recommending an annuity to these clients, the way they frame the information is crucial.
November 30, 2015
Annuity Wars Highlight Rift Between FactionsAre annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.