Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
New Longevity Annuity Rules: 5 Things to Know
By Nick ThorntonThe rules could be a game changer for how boomers, and their advisors, allocate 401(k) and IRA assets going forward.
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.
July 01, 2014
Treasury Clears Way for Longevity Annuities in 401(k)s, IRAsThe Treasury Department and the IRS on Tuesday issued final rules to make longevity annuities accessible to the 401(k) and IRA markets.
June 30, 2014
New on the VA Block: The GOVASeveral annuity companies are now offering what the Insured Retirement Institute calls an innovative product: the growth-oriented variable annuity (GOVA). The annuity, IRI said, is designed to grow and protect the annuity holder's asset base, knowing that it can be converted to a guaranteed income stream at a later date.
June 30, 2014
Assessing the Annuity LandscapeSome advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
June 30, 2014
12 annuity suitability factors you need to knowThese 12 points must be considered by any advisor prior to recommending an annuity.
June 30, 2014
Variable Annuities a Top Source of Customer Complaints: FINRAFINRA says it is "very focused" on VAs, particularly on more complex ones that have caps and buffers to manage market risk.