Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Ask the expert: Can he sell his annuity?
By Nu BookThis article answers the question: The question was: My client is interested in selling his annuity but is unsure about the tax implications of such a transaction. Can you provide an overview?
August 24, 2009
Ask the expert: Inflation protectionThis article answers the question: Do immediate annuities offer inflation protection features, and if so, how do these features work?
August 24, 2009
Ask the expert: Inflation protectionThis article answers the question: Do immediate annuities offer inflation protection features, and if so, how do these features work?
August 17, 2009
2Q FIA Sales Hit RecordFixed indexed annuity sales hit a new record in the second quarter of 2009, according to AnnuitySpecs.com.
August 17, 2009
2Q FIA Sales Hit RecordFixed indexed annuity sales hit a new record in the second quarter of 2009, according to AnnuitySpecs.com.
August 10, 2009
Comp Proposal Draws FireProducers should be able to collect annuity sales commissions even when they have not recommended the transactions, insurance industry commenters say.
August 10, 2009
Comp Proposal Draws FireProducers should be able to collect annuity sales commissions even when they have not recommended the transactions, insurance industry commenters say.
July 27, 2009
Ask the expert: What about taxes on annuity exchanges?This article answers the question, Does tax liability arise when a policyholder exchanges one annuity contract for another?