Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Buddy Donohue, Back at SEC, Could Boost Chances of VA Summary Prospectus Rule
By Melanie WaddellFormer SEC Commissioner Troy Paredes says there's "opening for movement" on such a rule.
June 08, 2015
The Retirement Spending Account: Annuity AlternativeA new retirement income productthe retirement spending accountcombines aspects of a traditional retirement savings vehicle and an annuity. Watch the pitfalls, however.
June 08, 2015
DOL Fiduciary Rule Out by May 2016: LawyerDOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
June 02, 2015
Many Americans Clueless on How to Spend Retirement SavingsMore than half of retirement savers in a survey had no plan for how to access and stretch their money once they retired.
June 01, 2015
The Obvious Retirement Risk That’s Not in the ModelsA new, award-winning research paper argues that the financial planning models advisors are using fail to match retirement reality.
May 29, 2015
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical PerspectivesOf the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
May 29, 2015
4 New (and Surprising) Facts About Retirement SecurityAdvisors take note: Americans are retiring earlier than expected, are happy about annuities and love your advice, according to LIMRA.
May 26, 2015
3 IRA annuity RMD traps you must avoidThe rules for RMDs are deceptively complicated and adding annuities into the equation can create additional confusion.