Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Deferred Income Annuities: More Than Just Longevity Insurance
By William H. Byrnes, Robert BloinkIn the ongoing hunt for stable, pension-like retirement income sources, deferred income annuities (or DIAs) are heating up as an increasing number of insurance carriers have begun to offer the products.
July 28, 2014
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ ReportWhile the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
July 28, 2014
Beyond Termination Fees: How Advisors Charge Clients to Fire ThemWhile advisors occasionally charge termination fees, FireMyAdvisor co-founder Dave Dickinson says thats not the only method advisors use to hold on to unhappy clients.
July 28, 2014
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the FutureIn most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.
July 25, 2014
Most Americans Don’t Understand AnnuitiesThe good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
July 23, 2014
Half of Households Risk Inadequate Retirement IncomeA study from Boston College says the average family needs to save 15% of income for retirement, a hurdle most aren't meeting.
July 23, 2014
MetLife SIFI Designation ImminentIn designating MetLife at this time, the FSOC would be ignoring the House Financial Services Committee.
July 22, 2014
5 longevity annuity rules you need to know nowNew annuity rules could be a game changer for how 401(k) and IRA assets are allocated.