New IRS Ruling is a 'Game Changer' for Fee-Based Annuities
A new tax ruling issued by the Internal Revenue Service may boost investment advisers’ use of annuities with their clients.
Recent
State Regulators Pass First Step As They Push New Standards For Annuity Sales
The Annuity Suitability Working Group is trying to add a “best interest” provision to the model.
Understanding Annuities With The Help Of Behavioral Finance
Because annuities are controversial products that are often misunderstood, Americans should spend time learning more about them as a retirement option
Most people have no clue how to build — or spend — their nest egg
Even if folks are saving regularly, they don’t really understand how to invest or how to manage their nest egg once retired.
7 Ways It Should Be Easier To Buy An Annuity
Insurers still aren’t doing enough to modernize the process of buying an annuity.
Annuities Versus Bonds: Which Is The Better Tool?
To understand this question and to get an appropriate answer, we have to recognize where the market is in relation to how each of these tools work.
Despite their bad rap, annuities should be part of your retirement ‘pension’
RMDs may fall short of your needs if you don’t have enough saved or the market tanks and you find yourself taking a smaller piece of a shrinking pie.
