Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Variable Annuity Study Finds No Fees for Most Partial Withdrawals, Cash-Outs
By Melanie WaddellVA surrender charges that investors actually pay are considerably lower than the fees listed in prospectuses, the report found.
July 20, 2015
Pros and Cons of the Longevity Annuity ContractMany clients, and advisors, remain on the fence as to QLACs role in clients retirement plans.
July 07, 2015
Annuities All the Rage in Retirement PlanningOnce considered an add-on product, annuities are now a central ingredient in the retirement income mix.
July 01, 2015
Clients Clamoring for Help on Rollovers, Annuities: CerulliThe DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
June 30, 2015
Buddy Donohue, Back at SEC, Could Boost Chances of VA Summary Prospectus RuleFormer SEC Commissioner Troy Paredes says there's "opening for movement" on such a rule.
June 26, 2015
Retirement Assets Continue Upward Trend in Q1First-quarter retirement assets increased 1.3% to $24.9 trillion, the Investment Company Institute reported.
June 23, 2015
4 Unusual Ways Millennials Are Different From BoomersBeing younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
June 08, 2015
The Retirement Spending Account: Annuity AlternativeA new retirement income productthe retirement spending accountcombines aspects of a traditional retirement savings vehicle and an annuity. Watch the pitfalls, however.