Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
12 little-known annuity tax facts
By Robert Bloink, William H. ByrnesTest your knowledge: How much do you know about how these complex products are taxed?
March 16, 2016
DOL Rule Will Mean Cheaper Annuities, More Robo-Advice: CerulliThe rule will spur a period of innovation for BDs and product manufacturers, Cerulli predicts.
March 14, 2016
When Trusts and Annuities Collide, Big Tax Damage Can FollowTrusts and annuities can play powerful planning roles for clients, but when the two strategies collide, the tax consequences can be disastrous.
March 14, 2016
RIAs, Reps Plan to Drop Small Clients Under DOL Fiduciary Rule: FidelityReps and RIAs alike also expect added compliance costs and a shift in products they recommend, away from variable annuities and toward managed accounts.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 08, 2016
Extraordinary Study Reveals Widespread Broker MisconductBut the academics also create some confusion in using the nomenclature "financial advisers" when they mean "brokers."
March 04, 2016
Andy Friedman’s 8 Tips to Cut Taxes for Clients Before Congress ActsNobody can accurately guess how Congress will act, so take advantage of these current tax savings, suggests The Washington Update's Friedman.
March 02, 2016
Recruiting Roundup: Raymond James Adds Merrill, Stifel TeamsThe IBD picks up groups across the U.S. with more than $2.3 billion in total client assets.