Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Getting the best of both worlds
By David PortTasked several years ago by his bosses in the Bush administration to conceptualize how a combined annuity/long term care insurance product might be structured to make it palatable to potential buyers and suppliers, Mark J. Warshawsky, then an
September 30, 2007
An annuity alternative for legacy planningFinancial advisors who work with individuals in the 50-plus crowd deal with it every day: people who fear their money will run out. Clients are growing more aware of planning missteps and becoming concerned with the threat of outliving their
September 11, 2007
Labor Sets Plan Annuity Selection RulesThe U.S. Department of Labor has come out with an interim final rule that will clarify fiduciary standards for employers that use annuities to pay ...
September 11, 2007
Labor Sets Plan Annuity Selection RulesThe U.S. Department of Labor has come out with an interim final rule that will clarify fiduciary standards for employers that use annuities to pay ...
September 11, 2007
VA Gains Push Up Annuity SalesU.S. sales of individual annuity rose to about $65 billion in the second quarter, up 6% from the total for the second quarter of 2006.Researchers ...
September 11, 2007
VA Gains Push Up Annuity SalesU.S. sales of individual annuity rose to about $65 billion in the second quarter, up 6% from the total for the second quarter of 2006.Researchers ...
September 09, 2007
What To Do About Those 'Annuity Scoundrels'Reviewing regulator public speeches, lawsuit pleadings and reporter articles over the past year leads to one conclusion: Securities regulators, trial lawyers and the media are ...
September 09, 2007
What To Do About Those 'Annuity Scoundrels'Reviewing regulator public speeches, lawsuit pleadings and reporter articles over the past year leads to one conclusion: Securities regulators, trial lawyers and the media are ...