Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Are Annuities the Solution to Old 4% Retirement Rule?
By William H. Byrnes, Robert BloinkFor years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply arent cutting it any more. Enter annuities with some attractive riders.
January 23, 2013
Annuity inflows dipped 6% in 2012The DTCC report shows that annuity inflows dipped to $84.7 billion in 2012, from $90.3 billion in 2011.
January 18, 2013
To Annuitize, or Not to Annuitize: What Sways the Choice?The answer initially appears quite simpleplan design. But it quickly gets complicated from there, an EBRI study shows.
January 17, 2013
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
January 16, 2013
BNY Mellon Boosts Profits 23%: Q4 EarningsClearing fees at Pershing unit rise to $294 million in the period and nearly $1.2 billion for 2012
January 16, 2013
The right fit: How to tailor your annuity solutions for each clientOur expert panel discusses how to customize annuity products for each client, and how to find prospects.
January 11, 2013
Guaranteed Income? Not Without Risk: GAOA GAO report examined variable annuities with guaranteed lifetime withdrawal benefits and contingent deferred annuities, as well as the regulations that cover each.
January 04, 2013
Jackson Expands Alternative Investment Education in 2013Jackson National Life signaled a deeper foray into the alternative investment space with the announcement Thursday of a comprehensive list of alternative investment training tools.