Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuity sales continued upward momentum in 2013
By Noah GuillaumeVariable annuity net assets hit a new all-time high of $1.87 trillion at the close of 2013.
March 25, 2014
Variable Annuity Sales to Hit $22 Billion by 2018: CerulliAnnuities tied Roth IRAs as the most unsolicited product requests made by investors to their advisors, Cerulli says.
March 24, 2014
Avoiding the Generation-Skipping Transfer Tax on Life Insurance ProceedsThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 17, 2014
How Lowering Taxes Drove Paper Millionaires to the PoorhouseTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.
March 17, 2014
Top 20 Companies for Annuity Sales: 2013Total annuity sales, which include variable and fixed annuities, saw the largest quarterly percentage increase in 11 years, LIMRA reported.
March 17, 2014
Retirement Income Windfall: How to Get a Social Security Lump-Sum PaymentBy creatively timing when your client first receives Social Security payments, that client can receive a lump-sum payment that can unlock many options.
March 14, 2014
Annuities and Taxes, Pt. 5: Longevity AnnuitiesThe Tax Facts Online experts help explain tax implications and definition of a longevity annuity, also called a deferred income annuity.
March 14, 2014
9 requirements of tax-sheltered annuity contractsWhat nine requirements must tax sheltered annuity contracts (403(b) plans) meet?