Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Tax FAQ: How are annuity payments taxed?
By Tax Facts OnlineThe basic rule for taxing annuity payments is designed to return the purchasers investment in equal tax-free amounts over the payment period, and to tax the balance of each payment as earnings.
March 05, 2013
Annuities and Taxes, Pt. 1: Contract PaymentsThe Tax Facts Online experts break down what an annuity contract is and what general rules govern the income taxation of payments received under annuity contracts.
March 01, 2013
Glenn Neasham: One year later, part 2Glenn Neasham looks back at the case that changed his life and talks about what he would have done differently.
February 26, 2013
VA carriers tweaking products at 'inflection point'According to Morningstar U.S.A., carriers filed 101 variable annuity product changes in the fourth quarter.
February 25, 2013
Top 5 Retirement IssuesInvestment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.
February 25, 2013
Deferred, Indexed Annuities Strong Despite Overall Drop in Sales: LIMRAAnnuity sales over all were down for the last quarter of 2012, but LIMRA found deferred and indexed annuities were among the most successful classes.
February 25, 2013
New Retirement Planning: The Benefits of Patience on AnnuitiesCreating a sustainable retirement income stream is more challenging than ever, but a Society of Actuaries study provides some room for hope, if annuity owners can be patient.
February 22, 2013
Is MetLife’s U.K. annuity business for sale?And another one may bite the dust. Reports out of London say the insurer is prepping its U.K. bulk annuity line for sale.