Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Using pretax dollars to generate guaranteed lifetime income
By Robert BloinkClients today want more from their retirement savings accountsmore in the way of flexibility and control with respect to investment options.
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.
March 03, 2014
Annuities and Taxes, Pt. 1: Variable Immediate Annuity PaymentsThe Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.
February 24, 2014
What to Consider When Clients Want to Surrender Their Variable AnnuityClients considering the surrender of an annuity product have many factors to weigh before determining whether walking away is the wisest course of action.
February 19, 2014
Jackson National Alts Education Reaches 10,000 Advisors"This is not your fathers variable annuity," to paraphrase the 1970s-era Oldsmobile commercial.
February 18, 2014
Housing, Financial Markets Boosted Boomer, Gen X Retirement Readiness: EBRIBut staying on track depends on age, income and having access to a 401(k) plan, EBRI says.
February 13, 2014
The Truth About Insurance Brokers Who Sell AnnuitiesDo insurance brokers objectively read annuity prospectuses and assess them in the same way fiduciary advisors do, or are they just selling a product?