Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
New York Probes ‘Troubling’ Annuity Replacement Practices by Insurers
By Steven A. MeyerowitzRegulator warns it will take appropriate action against insurers and brokers making 1035 exchanges of deferred annuities with immediate annuities.
December 21, 2016
Sex, Drugs and Pay-to-Play Fraud Hit New York Pension Fund: SECTwo brokers were charged with providing thousands of dollars in gifts to a former NY state pension fund official in exchange for billions in business.
December 21, 2016
FINRA’s 12 Fines of Christmas: Wells Fargo, LPL Flub Security of RecordsThe companies were fined a total of $14.4 million, as some firms failed to keep millions of records in the proper electronic format.
December 19, 2016
The Roth Annuity: A Bright Star in Annuity InvestingAdding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
December 15, 2016
Court Refuses NAFA Bid to Block DOL Fiduciary RuleThe Department of Labor has scored another legal victory for its retirement rule, this time in federal court in Washington.
December 15, 2016
Annuity Sales to Plunge Under DOL Fiduciary Rule: CerulliIRI also says that industrywide annuity sales in the third quarter dropped 12% from a year ago.
December 14, 2016
Q3 annuity sales remain ahead of 2015 despite declinesYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.
December 14, 2016
Q3 annuity sales remain ahead of 2015 despite declinesYear-to-date fixed annuity sales remain ahead of 2015 while variable annuity net assets increased for the fourth consecutive quarter.