Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Immediate Annuity Has Liquidity
By staff WriterA new immediate annuity includes several liquidity options that are designed to appeal to baby boomers.
October 06, 2009
Study: FIA Returns "Competitive"A new study on index annuity performance is countering some negative conclusions about this performance that have been circulating.
September 30, 2009
AAA Reacts To ACLI Illustration ProposalAn American Academy of Actuaries panel says insurers should make sure annuity performance projections include warnings of the possible tax consequences of early withdrawals.
September 28, 2009
Ask the expert: Can he sell his annuity?This 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?
September 28, 2009
Ask the expert: Can he sell his annuity?This 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?
September 21, 2009
Want To Improve Annuity Designs? CollaborateFor years, annuity products have been crafted following the classic give-and-take between an insurer's product experts and its internal and external sales and marketing leaders.
September 20, 2009
Want To Improve Annuity Designs? CollaborateFor years, annuity products have been crafted following the classic give-and-take between an insurer's product experts and its internal and external sales and marketing leaders.
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?