Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Reversionary Annuities Gain Traction Among Insurance Carriers
By Robert Bloink, William H. ByrnesThis life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
August 05, 2014
Top five developments to watch for in the annuity spaceIn the last 12 to 18 months, significant catalysts for change have come forth in the annuity space, shaking up the market.
July 28, 2014
Treasury Clears Way for Longevity Annuities in 401(k)s, IRAsThe Treasury Department and the Internal Revenue Service issued final rules on July 1 to make longevity annuitieswhich provide regular payments that begin at an advanced age and continue throughout the individual's lifeaccessible to the 401(k) and IRA markets.
July 28, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceIn 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
Solving the annuity aversion puzzleIt's not just that retirees dislike annuities; it's that they go out of their way to act on that dislike.
July 28, 2014
Solving the annuity aversion puzzleIt's not just that retirees dislike annuities; it's that they go out of their way to act on that dislike.
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.