Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Half of Retirees Wish They Had Quit Earlier
By Danielle AndrusIf they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
April 08, 2015
8 Best Financial Companies to Work For: FortuneThese financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
April 08, 2015
8 Best Financial Companies to Work For: FortuneThese financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
April 02, 2015
Tax-Deferred Retirement Saving—Without a 401(k)The 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 25, 2015
Tax-Deferred Retirement Saving, Without a 401(k)The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
March 24, 2015
Evensky, in Reversal, Sees Annuities as Vital for RetirementEvensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is balderdash.
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.