Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
QLACs Can Simplify the Retirement Income Planning Game
By Robert Bloink, William H. ByrnesQualified longevity annuity contracts (QLACs) can play an important role for middle-market clients in retirement income planning.
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
‘Stan the Annuity Man’: Avenging Advocate for Annuity TruthThe straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have no clue about annuities and says the products are victims of their own marketing.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
September 21, 2015
Court Clears Path for Medicaid-Compliant Short-Term AnnuitiesAn appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
September 17, 2015
Milevsky: Why Retirement Income Products Are Like Jars of JamMoshe Milevsky tells RIIA it's time to bring some more choices to the marketplace with tontines.
September 16, 2015
22 Best Retirement JokesThere are a million and one jokes about retirement. These are some of the best.
September 15, 2015
Milevsky, Madrian to Headline Retirement Income ConfabThe 10th annual RIIA gathering will also zoom in on demographic trends affecting 401(k)s and other savings plans.