Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Income Riders Offer Post-Fiduciary Rule Save for Annuities
By Robert Bloink, William H. ByrnesMany advisors may find themselves offering fixed annuities so as not to trigger the fiduciary rule, but new income riders may change the game.
April 24, 2017
This Is the Basic Tax Rule for Annuity PaymentsTax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
April 23, 2017
6 Top House Annuity BillsWhile President Donald Trump pushes for a major tax reform proposal, Congress is considering 45 bills that refer to annuities.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 20, 2017
DOL Fiduciary Rule Hurts Now, Annuity Community SaysBlake Woodard, a life agent, writes in to remind the DOL that Bernie Madoff was a fiduciary.
April 17, 2017
What Are Gift Tax Issues With Annuities?Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
April 16, 2017
NAIC Tees Up on Annuity Suitability ModelsA former state insurance regulator says states are in the best position to handle this particular ball.
April 13, 2017
Advisor Group Grabs Cetera’s Chief Legal Officer, Appoints New CFOMcKenna's general counsel and chief legal officer role is a new position designed to align risk and legal approach in the new fiduciary era.