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: What penalties apply to "premature" distributions under annuity contracts?
By Tax Facts OnlineA 10 percent penalty tax applies to any payment received to the extent the payment is includable in income.
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.
February 12, 2013
Are Annuities the Solution to Old 4% Retirement Rule?For 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.