Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The incredible, evolving annuity
By Joseph FinoraVery few products in this industry have evolved like that of the annuity, which has come to take on a variety of shapes and forms while promising to become increasingly flexible as people's future needs continue to change. "Variable annuities we
March 31, 2008
The incredible, evolving annuityVery few products in this industry have evolved like that of the annuity, which has come to take on a variety of shapes and forms while promising to become increasingly flexible as people's future needs continue to change. "Variable annuities we
March 01, 2008
Annuity taxation primer - The good, the bad and the obviousAs tax time looms, you're confident that you have a handle on the tax ramifications - positive and negative - of annuities on those of your clients who own them. After all, there is little mystery and nothing especially new about how the tax code
February 29, 2008
Annuity taxation primer - The good, the bad and the obviousAs tax time looms, you're confident that you have a handle on the tax ramifications - positive and negative - of annuities on those of your clients who own them. After all, there is little mystery and nothing especially new about how the tax code
February 24, 2008
When Recommending A Rider, Don't Forget The Death BenefitsOften overlooked by advisors and boomer clients who are deciding whether to purchase an optional rider for a deferred variable annuity is the enhanced death ...
February 24, 2008
When Recommending A Rider, Don't Forget The Death BenefitsOften overlooked by advisors and boomer clients who are deciding whether to purchase an optional rider for a deferred variable annuity is the enhanced death ...
February 17, 2008
Minnesota AG Settles One Annuity Suit, Files AnotherMinnesota Attorney General Lori Swanson has resolved one suit linked to index annuities and filed a second index annuity suit.A state court in Minneapolis has ...
February 17, 2008
Minnesota AG Settles One Annuity Suit, Files AnotherMinnesota Attorney General Lori Swanson has resolved one suit linked to index annuities and filed a second index annuity suit.A state court in Minneapolis has ...