Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Investment-Only Variable Annuities, Pt. 2: The Importance of Due Diligence
By William LoweWith a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
December 21, 2015
How to Handle Changes to Social Security Claiming RulesAn explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 21, 2015
DOL Fiduciary Rule a ‘Wild Card’ for Annuity IndustryWhile annuity providers are bracing for potential repercussions of the rule next year, sales of income-oriented annuities are expected to surge as rates rise.
December 21, 2015
Top Portfolio Products: New Indexes from ArthVeda; ETFs from Guggenheim and State StreetHow State Street's new Natural Resources ETF redefines the label.
December 15, 2015
6 Key Economic Trends for 2016: SIFMAMilestones in employment and inflation seen amid steady growth.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 14, 2015
Indexed Annuity Providers’ Latest Twist: Uncapped Index CreditingCarriers have tinkered with the uncapped index crediting method to allow for greater market participation as indexed annuities appeal has dimmed.
December 11, 2015
Annuity BreakdownFixed indexed annuities constitute the bulk of annuity sales revenue share.