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 Maximize the Value of IRAs, Take Action When Client Is 69
By Robert Bloink, William H. ByrnesIRA owners will say the year in which you turn 70 is most critical, but it's the prior year when clients can reduce RMDs.
April 08, 2015
NAFA taps Chip Anderson as executive directorThe industry veteran had served on NAFA's board and worked most recently as senior vice president at CreativeOne.
April 08, 2015
8 Best Financial Companies to Work For: FortuneThese financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
April 02, 2015
Tax-Deferred Retirement Saving—Without a 401(k)The single most powerful feature of an annuity is tax deferral, according to Mitch Caplan, CEO of Jefferson National, not features like guaranteed income and riders.
March 25, 2015
Tax-Deferred Retirement Saving, Without a 401(k)The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
March 24, 2015
Evensky, in Reversal, Sees Annuities as Vital for RetirementEvensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is balderdash.
March 18, 2015
Northwestern Mutual to Settle Annuities Suit for $84MThe class-action lawsuit was triggered by a change it made in 1985 in how it calculated dividends for a fixed-income annuity.
March 18, 2015
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 2Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.