Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Will Fidelity Steal Advisors' Rollover Lunch?
By John ManganaroFidelity's new platform could lead more retirees to annuitize their 401(k) instead of rolling it into an advised account.
October 06, 2022
What the Future of Annuities Means for AdvisorsThe shift from accumulation to decumulation is a tough one that advisors must help clients navigate, Kelli Hueler says.
October 06, 2022
Guardian Picks Talcott to Reinsure $7.4B in Variable AnnuitiesGuardian says it will focus its capital on "exploring additional opportunities."
October 05, 2022
Fidelity Readies Annuity Platform for 401(k) AssetsAdvisors have a critical role in helping clients make decisions around income planning, Fidelity's Keri Dogan tells ThinkAdvisor.
October 05, 2022
Cerulli Sees In-Plan Annuity Sales ProblemTraditionally, annuity sellers have been different from defined contribution plan servicers.
October 04, 2022
11 Confusing Annuity Tax Rules Financial Advisors Should KnowAre you advising your clients correctly when it comes to taxes related to their annuity investments?
September 30, 2022
The Time to Buy Annuities for Retirement Is Now: Jim WagnerThe annuity distributor sees clients' risk of running out of money as a constant.
September 28, 2022
Is an Annuity the Right Choice for Your Client? 5 Questions to AskHere's a guide to help determine if the benefits of an annuity outweigh the costs for your client.