Annuities

Annuity sales >>

kstartt
Is buy and hope a slippery slope right now?
Article posted by Kevin Startt
Many financial planners and economists now believe that the safe withdrawal rate is well below 4 percent. Lifetime income options like fixed indexed annuities are ideal in this environment or when the market corrects multiple times over a retirement horizon. So what about the age-old theory of buy and hold?

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Fixed annuities >>

Tony Walker
The 7 costly mistakes your clients make with their money, Pt. 7: Buying into the anti-annuity hype
Article posted by Tony Walker
While annuities have been around for a long time, there is nevertheless a ton of misinformation about them. Here are misconceptions one through five. Misconceptions six through 10 will be covered in part two of this article.

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Indexed annuities >>

kstartt
An exit plan for the running of the bulls?
Article posted by Kevin Startt
A couple of weeks ago, I read that one of the instructors at the running of the bulls in Pamplona, Spain had been pinned and gored. It made me wonder, with the lack of boredom in the markets this summer in capital markets across the world, if we might be headed for the goredom of a volatile autumn.

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Annuity regulation >>

Mike Pinkans
Selling deferred income annuities inside IRAs and defined contribution plans
Article posted by Michael Pinkans, CFA
The Treasury Department and the Internal Revenue Service (IRS) just provided IRA owners and defined contribution (DC) participants — those having 401(k)s, 403(b)s and 457 plans — the ability to purchase longevity annuities (also known as deferred income annuities or DIAs) within these plans.

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Variable annuities >>

Paul Wilson
The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article posted by Paul Wilson
After months of poring over nominations, Retirement Advisor rolls out the annual Advisor of the Year finalists.

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