Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Aviva steps up corporate annuity deals after pension changes
By Sarah Jones, BloombergChief Executive Officer Mark Wilson said today Aviva had underwritten 30 bulk annuity deals in the first six months of the year.
July 28, 2014
Treasury Clears Way for Longevity Annuities in 401(k)s, IRAsThe Treasury Department and the Internal Revenue Service issued final rules on July 1 to make longevity annuitieswhich provide regular payments that begin at an advanced age and continue throughout the individual's lifeaccessible to the 401(k) and IRA markets.
July 28, 2014
Deferred Income Annuities: More Than Just Longevity InsuranceIn the ongoing hunt for stable, pension-like retirement income sources, deferred income annuities (or DIAs) are heating up as an increasing number of insurance carriers have begun to offer the products.
July 28, 2014
Solving the annuity aversion puzzleIt's not just that retirees dislike annuities; it's that they go out of their way to act on that dislike.
July 28, 2014
Solving the annuity aversion puzzleIt's not just that retirees dislike annuities; it's that they go out of their way to act on that dislike.
July 28, 2014
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ ReportWhile the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
July 28, 2014
Beyond Termination Fees: How Advisors Charge Clients to Fire ThemWhile advisors occasionally charge termination fees, FireMyAdvisor co-founder Dave Dickinson says thats not the only method advisors use to hold on to unhappy clients.
July 28, 2014
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the FutureIn most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.