Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
2013 BHC annuity sales set record
By Noah GuillaumeBank annuity fee income set record revenues each quarter.
March 27, 2014
Annuity sales continued upward momentum in 2013Variable annuity net assets hit a new all-time high of $1.87 trillion at the close of 2013.
March 27, 2014
Annuity sales continued upward momentum in 2013Variable annuity net assets hit a new all-time high of $1.87 trillion at the close of 2013.
March 27, 2014
L&G says UK annuity market to shrink on Osborne’s plansThe individual annuities market, a key source of domestic profit growth for British insurers, will decline to 2.8 billion pounds of premiums by 2015.
March 27, 2014
L&G says UK annuity market to shrink on Osborne’s plansThe individual annuities market, a key source of domestic profit growth for British insurers, will decline to 2.8 billion pounds of premiums by 2015.
March 25, 2014
Variable Annuity Sales to Hit $22 Billion by 2018: CerulliAnnuities tied Roth IRAs as the most unsolicited product requests made by investors to their advisors, Cerulli says.
March 24, 2014
Avoiding the Generation-Skipping Transfer Tax on Life Insurance ProceedsThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 17, 2014
How Lowering Taxes Drove Paper Millionaires to the PoorhouseTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.