Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
How to Evaluate Lower-Priced Guaranteed Lifetime Income VAs
By Robert Bloink, William H. ByrnesAsset allocation is more important than ever in newer variable annuities.
March 11, 2013
Top Portfolio Products: Goldman Rolls Out Global Bond FundFPA introduces no-load products, as Lincoln Financial launches a Treasury-indexed VA and ING U.S. brings out a new lifetime income annuity.
March 11, 2013
3 strategies to help clients manage assetsYou can reduce taxes on your clients Social Security benefits by repositioning assets from taxable vehicles to an annuity product.
March 11, 2013
8 annuity tax facts you need to knowThis concise primer is your cheat sheet for every client question during tax season.
March 11, 2013
8 annuity tax facts you need to knowThis concise primer is your cheat sheet for every client question during tax season.
March 09, 2013
Tax FAQ: When annuity values are paid in installments, how are dividends taxed?Dividends are taxed differently depending on whether they are taken before or after the annuity start date.
March 09, 2013
Tax FAQ: When annuity values are paid in installments, how are dividends taxed?Dividends are taxed differently depending on whether they are taken before or after the annuity start date.
March 09, 2013
Tax FAQ: What if my client takes a partial lump sum withdrawal?The tax ramifications vary depending on the annuitant's circumstances.