Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
DOL Fiduciary Rule Out by May 2016: Lawyer
By Melanie WaddellDOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
May 29, 2015
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical PerspectivesOf the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
May 29, 2015
4 New (and Surprising) Facts About Retirement SecurityAdvisors take note: Americans are retiring earlier than expected, are happy about annuities and love your advice, according to LIMRA.
May 26, 2015
3 IRA annuity RMD traps you must avoidThe rules for RMDs are deceptively complicated and adding annuities into the equation can create additional confusion.
May 26, 2015
3 IRA annuity RMD traps you must avoidThe rules for RMDs are deceptively complicated and adding annuities into the equation can create additional confusion.
May 26, 2015
It’s splitsville: Divorce and SPIAs 2015 updateWhen the annuity is valued for division purposes it always valued relative to the individuals(s) who benefit from the contract.
May 26, 2015
Annuities, Insurance, Investments: A Triple Crown Retirement Income StrategyWade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
May 19, 2015
Annuity sales decline 7% in Q1 2015Every major product line except indexed annuities and structured settlements experienced declines in the first quarter.