Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuitant-driven vs. owner-driven annuity contracts: Which is best?
By Lloyd LoftonHere are some pointers on the implications of each policy, whether fixed or variable, and how the contract may need to be written and why.
August 09, 2013
Lump-sum beats annuity by a mile, EBRI findsThe EBRI found that between 2005 and 2010, just 27.3 percent of those covered by a DB pension plan chose an annuity versus taking a lump-sum payout.
August 09, 2013
Lump-sum beats annuity by a mile, EBRI findsThe EBRI found that between 2005 and 2010, just 27.3 percent of those covered by a DB pension plan chose an annuity versus taking a lump-sum payout.
August 08, 2013
U.K. regulatory agency to continue annuity market reviewRegulators in Britain are concerned consumers are harmed by not shopping around for their annuity.
August 06, 2013
S&P 1500 Pension Plan Funding at Highest Point Since 2008A new report from research and consulting firm Mercer could lessen pension fears.
August 05, 2013
Reforming Annuities’ Image Problem: New Focus on RiskResponding to company buybacks and modifications to existing VAs, major carriers have released new fixed and variable annuity offerings meant to manage risk for carriers and investors.
July 31, 2013
What’s your annuity time frame?There is only one time frame that matters and thats the clients.
July 29, 2013
The Clock Is Ticking on GRATsThe current low interest rate environment may present a problem for many planning scenarios, but a grantor retained annuity trust can actually thrive in such an environment, at least for now.