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Annuity Planning

Discover the latest news and expert opinion on annuity planning for retirement and how advisors prepare clients for all the issues related to their retirement plans.
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News Coverage

For Future Tax Flexibility, Consider a Variable Annuity

Scott Stolz | April 27, 2020

Instead of paying taxes on capital gains, this type of guaranteed income move could be better for clients.

Wade Pfau: Pandemic Tears Up 4% Rule

Jane Wollman Rusoff | April 14, 2020

The professor tells ThinkAdvisor why retirees shouldn't rely too much on investment portfolios and how they can fill the income gap.

7 Keys of Secure Act's Annuity Safe Harbor in Retirement Plans

Robert Bloink | William H. Byrnes | March 12, 2020

More clients are likely to see an annuity option in their 401(k) in the near future, so it's important they know what to watch out for.

'Stan the Annuity Man' Sees Business Booming as Investors Seek Safety

Jane Wollman Rusoff | March 11, 2020

The "annuity truth" advocate tells ThinkAdvisor which kinds of annuities he prefers and which are "overhyped."

DPL Offers Free Annuity and Insurance Services for RIAs

Michael S. Fischer | March 27, 2020

Free access is available until June 1.

Kotlikoff Weighs In: Should Cash-Strapped Seniors Claim Social Security Early?

Jane Wollman Rusoff | April 24, 2020

The economist and Social Security expert talks to ThinkAdvisor about the best ways to get cash now and how to reopen the economy.

Allianz Life Gets Direct Access to eMoney Advisor Platform With New Pact

Jeff Berman | April 29, 2020

The deal enables the insurer to offer advisors financial planning software maker's tools.

Want to Work in Retirement? Life May Have Other Plans

Michael S. Fischer | April 14, 2020

In an Allianz Life survey, half of retirees left the workforce earlier than expected.

Consumers Who Know More About Annuities May Like Them More

Allison Bell | April 29, 2020

Higher quiz scores translated into a little more hostility, and a lot more warmth.

7 Things COVID-19 Has Taught Your Youngest Annuity Prospects

Allison Bell | April 28, 2020

The pandemic has obviously been a powerful educator. Here's a look at its lesson plan.

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