Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Tax-Deferred Retirement Saving—Without a 401(k)
By Danielle AndrusThe single most powerful feature of an annuity is tax deferral, according to Mitch Caplan, CEO of Jefferson National, not features like guaranteed income and riders.
March 18, 2015
Northwestern Mutual to Settle Annuities Suit for $84MThe class-action lawsuit was triggered by a change it made in 1985 in how it calculated dividends for a fixed-income annuity.
March 18, 2015
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 2Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
March 17, 2015
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 1Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
March 13, 2015
Top 20 Companies for Annuity Sales: 2014The top 10 variable annuity companies accounted for almost three-fourths of total VA sales in 2014.
March 12, 2015
The results are in: top 20 fixed and variable annuity sellersThe top ten fixed annuity companies accounted for just over half of total fixed annuity sales in 2014.
March 04, 2015
How to annuitize an inheritanceAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.
March 04, 2015
How to annuitize an inheritanceAn annuity product can provide a valuable and often overlooked tool to accomplish a variety of estate planning goals.