Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How to Handle Changes to Social Security Claiming Rules
By Michael D. Thomas, J.D.An explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA 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 15, 2015
6 Key Economic Trends for 2016: SIFMAMilestones in employment and inflation seen amid steady growth.
December 14, 2015
Indexed Annuity Providers’ Latest Twist: Uncapped Index CreditingCarriers have tinkered with the uncapped index crediting method to allow for greater market participation as indexed annuities appeal has dimmed.
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.