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 update: Sales reach $61.9B in Q4 2013
By LIMRAFor full year 2013, annuity sales were $230.1 billion, a 5 percent increase over 2012.
March 12, 2014
4 Ways Not to Ruin Your Clients’ TaxesAdvisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
March 10, 2014
Annuities and Taxes, Pt. 3: Fixed Annuity Payments & Beneficiary PaymentsThe Tax Facts Online experts help explain taxation of fixed annuities and payments to beneficiaries.
March 07, 2014
Using pretax dollars to generate guaranteed lifetime incomeClients today want more from their retirement savings accountsmore in the way of flexibility and control with respect to investment options.
March 07, 2014
Using pretax dollars to generate guaranteed lifetime incomeClients today want more from their retirement savings accountsmore in the way of flexibility and control with respect to investment options.
March 07, 2014
Sales of Immediate Annuities SoarDespite low interest rates, sales of immediate annuities hit a record $8.3 billion last year, LIMRA says.
March 06, 2014
Annuities and Taxes, Pt. 2: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and the rules governing the income taxation of payments received under annuity contracts.
March 03, 2014
Using Pretax Dollars to Generate Guaranteed Lifetime IncomeFor some clients, investing a portion of a traditional 401(k) in a fixed indexed annuity with a guaranteed lifetime income rider offers flexibility and control.