Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Top Portfolio Products: A High Dividend ETF and Climate Change Index
By Marlene Y. SatterThis week's additions also include a concentrated portfolio of stocks for companies headed by women.
October 16, 2015
Spending Bill Rider May Be Best Way to Stop DOL Rule: Rep. Wagner AideLegislative staffer says adding rider to broader spending bill would keep the president from vetoing it. Failing that, there's the lawsuit option.
October 06, 2015
Be ready: 8 Questions clients will ask before purchasing an annuityBrokers who have a handle on their clients' queries can play a key role in not only educating them and can boost annuities sales.
October 06, 2015
Be ready: 8 Questions clients will ask before purchasing an annuityBrokers who have a handle on their clients' queries can play a key role in not only educating them and can boost annuities sales.
October 06, 2015
‘Stan the Annuity Man’: Avenging Advocate for Annuity TruthThe straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have no clue about annuities and says the products are victims of their own marketing.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
September 21, 2015
Court Clears Path for Medicaid-Compliant Short-Term AnnuitiesAn appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
September 17, 2015
Milevsky: Why Retirement Income Products Are Like Jars of JamMoshe Milevsky tells RIIA it's time to bring some more choices to the marketplace with tontines.