Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Managing the Variables in a Variable Annuity Exchange
By William H. Byrnes, Robert BloinkA variable annuity exchange is typically tax-free but hidden risks exist, and watch for the DOL fiduciary rules take on VA sales.
October 26, 2015
Why Ken Fisher Hates AnnuitiesThe Fisher Investments founder tells ThinkAdvisor about what he calls the lies annuity salespeople tell and how he buys clients out of their surrender fees.
October 23, 2015
Top Portfolio Products: A High Dividend ETF and Climate Change IndexThis week's additions also include a concentrated portfolio of stocks for companies headed by women.
October 21, 2015
13 Countries With Better Retirement Systems Than U.S.Mercer graded 25 countries on their retirement income systems, public and private, with the U.S. near the middle of the ranking, down from last year.
October 20, 2015
QLACs Can Simplify the Retirement Income Planning GameQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
October 16, 2015
Spending Bill Rider May Be Best Way to Stop DOL Rule: Rep. Wagner AideLegislative staffer says adding rider to broader spending bill would keep the president from vetoing it. Failing that, there's the lawsuit option.
October 06, 2015
Be ready: 8 Questions clients will ask before purchasing an annuityBrokers who have a handle on their clients' queries can play a key role in not only educating them and can boost annuities sales.
October 06, 2015
Be ready: 8 Questions clients will ask before purchasing an annuityBrokers who have a handle on their clients' queries can play a key role in not only educating them and can boost annuities sales.