Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
The Fastest Growing Retirement Plan You Never Heard Of
By Gil WeinreichCash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
July 01, 2014
Morgan Stanley Advisors Get OK to TweetAfter a big LinkedIn push, the wirehouse hopes more financial advisors will embrace another social media platform.
July 01, 2014
Treasury Clears Way for Longevity Annuities in 401(k)s, IRAsThe Treasury Department and the IRS on Tuesday issued final rules to make longevity annuities accessible to the 401(k) and IRA markets.
June 30, 2014
Assessing the Annuity LandscapeSome advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
June 30, 2014
New on the VA Block: The GOVASeveral annuity companies are now offering what the Insured Retirement Institute calls an innovative product: the growth-oriented variable annuity (GOVA). The annuity, IRI said, is designed to grow and protect the annuity holder's asset base, knowing that it can be converted to a guaranteed income stream at a later date.
June 30, 2014
12 annuity suitability factors you need to knowThese 12 points must be considered by any advisor prior to recommending an annuity.
June 30, 2014
Variable Annuities a Top Source of Customer Complaints: FINRAFINRA says it is "very focused" on VAs, particularly on more complex ones that have caps and buffers to manage market risk.
June 16, 2014
Indexed Annuities Meet GLWBs. The Perfect Product?When it's available, two-thirds of indexed annuity buyers add a GLWB rider, even though it may not be appropriate for all clients.