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 rates are up. Are your sales?
By Sheryl J. MooreNo more excuses. Annuity rates are on the uptick, so it is about time that sales reflected it.
August 14, 2013
Fiduciary Fate of Millions of Retirement Accounts Soon to Be DecidedING court case heading for trial and impending DOL rule define duties of asset managers and advisors.
August 14, 2013
The ‘other’ advisorMaybe its time to work with the other advisor your client knows.
August 14, 2013
The ‘other’ advisorMaybe its time to work with the other advisor your client knows.
August 12, 2013
Annuitant-driven vs. owner-driven annuity contracts: Which is best?Here are some pointers on the implications of each policy, whether fixed or variable, and how the contract may need to be written and why.
August 12, 2013
Can Clients 1035 an Inherited Annuity?The IRS ruled that a beneficiary could exchange inherited annuities for another, indicating an expansion of the rules governing Section 1035 exchanges.
August 12, 2013
8 of the Worst Financial Meltdowns by AthletesFrom bad investments to bad lifestyle choices, athletes never seem to run out of ways to lose millions.
August 09, 2013
Lump-sum beats annuity by a mile, EBRI findsThe EBRI found that between 2005 and 2010, just 27.3 percent of those covered by a DB pension plan chose an annuity versus taking a lump-sum payout.