Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
To Delay Social Security Claiming, Offer Lump Sum Benefit: Report
By James J. GreenOlivia Mitchell and her fellow researchers find that many workers would delay starting their benefits, and work longer, if they received a lump sum.
December 07, 2015
Maximizing Fixed Indexed Annuity Earnings With Interest CreditingChoosing the most appropriate interest crediting method can make or break a clients FIA strategy.
December 02, 2015
High Up-front Costs Spook Cognitively Impaired Investors, Study FindsFor advisors recommending an annuity to these clients, the way they frame the information is crucial.
November 30, 2015
Annuity Wars Highlight Rift Between FactionsAre annuities just a trap set for uninformed investors or valuable retirement tool? It depends on who you ask: Ken Fisher or Moshe Milevsky.
November 25, 2015
Optional Death Benefits Broaden Investment-Only VAs' SurgeUnlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
November 25, 2015
These are the top 5 trends shaping the annuity marketWill the annuity market continue to roll along in a business-as-usual mindset or is there a bigger and so far untapped opportunity?
November 25, 2015
These are the top 5 trends shaping the annuity marketWill the annuity market continue to roll along in a business-as-usual mindset or is there a bigger and so far untapped opportunity?
November 17, 2015
Final DOL Rule Could Place Indexed Annuities Under Variable UmbrellaAdvisors should thus ensure that sales practices comply with the rules.