Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Claim the obvious benefit
By Jack MarrionBayer Aspirin advertises they have an ingredient that will help protect people from heart attacks. The ingredient is called aspirin and at my local drugstore they charge me 8 cents a tablet for Bayer's brand. The drugstore also sells generic
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 ...
February 01, 2008
Liquidity costs are always comparisonsOwners of annuities typically incur costs if they surrender an annuity prematurely. The penalty for getting out of an annuity can be as high as 25 percent, although a review of annuityspecs.com shows that the first year penalty is 10 percent or less
January 31, 2008
Liquidity costs are always comparisonsOwners of annuities typically incur costs if they surrender an annuity prematurely. The penalty for getting out of an annuity can be as high as 25 percent, although a review of annuityspecs.com shows that the first year penalty is 10 percent or less