Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Evensky: Fee-Only Advisors Face Annuity Dilemma
By Nick ThorntonFee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities even if it means they won't get paid on those assets.
July 07, 2015
Annuities All the Rage in Retirement PlanningOnce considered an add-on product, annuities are now a central ingredient in the retirement income mix.
July 01, 2015
Clients Clamoring for Help on Rollovers, Annuities: CerulliThe DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
June 30, 2015
Buddy Donohue, Back at SEC, Could Boost Chances of VA Summary Prospectus RuleFormer SEC Commissioner Troy Paredes says there's "opening for movement" on such a rule.
June 26, 2015
Retirement Assets Continue Upward Trend in Q1First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
June 23, 2015
4 Unusual Ways Millennials Are Different From BoomersBeing younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
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.