Updated Wednesday, April 1, 2015 as of 11:13 PM ET
With Fewer Pensions, Deferred Income Annuities Gain Ground
For clients willing to wait for the start date, deferred income annuities can offer plump payouts.
More in Annuities
Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract. more »
Why companies should have to offer low-cost funds in 401(k)s; Plus three secrets to maximizing Social Security spousal benefits. more »
Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account. more »
Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees. more »
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account. more »
Third-quarter sales of annuities receded to $56.9 billion, down 5% from the previous quarter and 1% from the same period last year. more »
Buying immediate annuities early before retirement may not be a good strategy because the payouts will not account for future inflation; plus, deadlines for retirement plan contributions in 2014 and six things you need to know about Social Security benefits. more »
Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check. more »
Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income. more »
What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in more »
Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio more »
What to do when your pension is frozen; 8 tips to maximize your 401(k); Should boomers give millennials money advice? more »
Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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