Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuity taxation primer - The good, the bad and the obvious
By David PortAs 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 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
January 28, 2008
Top story: Why annuity charges and interest are flip sides of the same coin"When you finish a sales presentation for a fixed deferred annuity, the client meeting isn't over," says John Olsen, a certified financial planner and principal of Olsen Financial Group, Kirkwood, Mo.
January 27, 2008
Top story: Why annuity charges and interest are flip sides of the same coin"When you finish a sales presentation for a fixed deferred annuity, the client meeting isn't over," says John Olsen, a certified financial planner and principal of Olsen Financial Group, Kirkwood, Mo.
December 31, 2007
Feed your mind, improve your practiceHappy New Year! My first word of advice for 2008 is to not let that New Year's hangover linger too long. We have lots of work to do and there's no time like the New Year to rededicate ourselves to those things in life that we love and care for...