Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Benefits of Wrapping a Deferred Income Annuity Into a VA
By Robert Bloink, William H. ByrnesDeferred income annuities have gained a prominent position in retirement income planning, but wrapping them into a variable annuity may be a game-changer.
February 07, 2014
11 more annuity tax facts you need to knowWondering how payments under a variable immediate annuity are taxed? Curious as to when the exchange of one annuity for another is nontaxable? You've come to the right place.
February 07, 2014
11 more annuity tax facts you need to knowWondering how payments under a variable immediate annuity are taxed? Curious as to when the exchange of one annuity for another is nontaxable? You've come to the right place.
January 29, 2014
The Annuity Partnership—what’s your solution?After a controversial blog that asked that annuity agents be taxed, Stan the Annuity Man goes out on another limb and asks for advisors to offer other solutions to the annuity industry.
January 20, 2014
From Niche to Client Opportunity: Secondary Market AnnuitiesOnce the province only of institutions, factored structured settlements can now be bought by individuals to provide income.
January 17, 2014
It’s time to tax all annuity agentsWe can change the word tax to fee if that will make you feel better. The bottom line is that its time to change the annuity game.
January 17, 2014
It’s time to tax all annuity agentsWe can change the word tax to fee if that will make you feel better. The bottom line is that its time to change the annuity game.
January 17, 2014
Top Portfolio Products: Euronext, PowerShares Announce Index-Based PortfolioOther new products include a muni bond ETF from Market Vectors and a variable annuity offering access to alternative investments from Guardian Life.