How Do Annuity Death Benefits Work?
By Roger WohlnerWhat happens to annuity payments after the contract holder dies can vary. Here's what to know.
August 28, 2023
Don't Blow It Like Buffett: Investing VIPs Share Their Biggest MistakesChristine Benz, Larry Swedroe and other investment strategists share missteps they've made and what they learned.
August 28, 2023
Medicare Belongs in Older Clients' Disaster PlanningThe "go bag" needs food, water, a flashlight and health coverage details.
August 27, 2023
Here's What Could Cause the Next Financial CrisisThis issue has led to 43 banking and financial crises in six nations over the past 200 years, says author Richard Vague.
August 27, 2023
Why M&A Activity for RIAs Should Be Strong in 2023There's "never been more capital on the sidelines than there is today," says Republic's Peter Nesvold.
August 27, 2023
Debate: Should the DOL Revert to the 2016 Fiduciary Standard?Our tax experts discuss whether bringing the 2016 fiduciary standard back to life would make sense.
August 27, 2023
Opportunity Zone Investments or a 1031 Rollover?Congress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.
August 27, 2023
Groups Move to Support Advisor in Annuity Switching CaseThe SEC alleges that the annuity replacement scheme caused some clients to incur $640,000 in surrender charges.