Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
5 Longevity Annuity Questions and Answers
By Jeffrey LevineQLACs are a complicated mash-up of IRA and annuity rules, and clients may need substantial help in understanding their key provisions.
July 18, 2014
5 QLAC questions and answersIts likely that in the not too distant future, QLACs will go from tax code theory to client reality.
July 16, 2014
Treasury’s Final Longevity Annuity Regulations May Spark GrowthIn its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.
July 15, 2014
New Longevity Annuity Rules: 5 Things to KnowThe rules could be a game changer for how boomers, and their advisors, allocate 401(k) and IRA assets going forward.
July 11, 2014
The Fastest Growing Retirement Plan You Never Heard OfCash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
July 08, 2014
SEC Issues Mutual Fund Prospectus Guide, Delays Annuity Summary PlanThe SEC says mutual fund summary prospectuses should be three to four pages long and written in plain English.
July 07, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceMany clients continue to view deferred income annuities only as longevity insurance, but this common view has become more and more inaccurate.
July 01, 2014
Morgan Stanley Advisors Get OK to TweetAfter a big LinkedIn push, the wirehouse hopes more financial advisors will embrace another social media platform.