Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Blue State Plan to Fix Retirement
By Ben StevermanCalifornia, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
November 23, 2016
Fed Officials Expect to Raise Rates in DecemberFed officials see a strengthening case to raise rates as the labor market tightened, according to their November meeting minutes.
November 22, 2016
New Regs Encourage Split Annuity Pension OptionIRS rules change the traditional decision-making process for clients on whether to accept a lump sum from a pension plan or an annuity.
November 22, 2016
How Employers Can Help Solve the Retirement Savings ProblemEmployers need to increase incentives and ease-of-use for employees to participate in work-based retirement savings plans.
November 22, 2016
Top 10 Firms Fee-Based Advisors Are Most Loyal To: Cogent ReportsMutual fund firms with strongest advisor loyalty are much less likely to be dropped.
November 21, 2016
6 Tax-Law Time Bombs Affecting IRAsSome of these items have been in federal budget proposals for years. It may be only a matter of time before they become law.
November 16, 2016
Gundlach: Post-Election Markets 'Confused'; Avoid 'FANG' StocksThe DoubleLine CEO says higher rates and inflation are coming, but Trump has no magic wand for economic fixes.
November 09, 2016
Finance, Insurance Industry Leaders React to Trump VictoryMany within these industries, like IRI and NAIFA, anticipate major regulatory upheavals when Donald Trump becomes president.