Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home
3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses
David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company.
Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62
The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities.
4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern
The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough
6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care
6 ways new tax law benefits sustainable retirement; Who has the best retirement plan; Avoid rollovers of IRA CDs
Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg
What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent
What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans
Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters
Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out
Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule
Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security
With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.
These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns.
In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report.
Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products.
New funds provide hedging tools to limit or amplify clients' currency exposure on their foreign investments.
After variable annuity sales plunged in 2012, expectations are high for the coming years for new players and higher sales.
People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning.
Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'
The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach."
Meet the most productive young advisors in America.
Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.
ING U.S. will begin selling fixed annuities through Allstate agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.
Lincoln National topped $10 billion in individual variable annuity sales in the nine months ended Sept. 30, the most in at least six years, as rivals retreated from the contracts.
Such annuities typically mean watered-down guarantees and theres not a lot of demand for that, a panel of speakers said at LIMRAs 2013 annual conference on Monday.
The firm was praised for its client marketing materials at the annual Retirement Income Industry Association conference. Allianz and Principal were also honored.
IRS private letter ruling gives heirs choices about annuities.
Advisors may say they're comfortable developing retirement income strategies -- but none seem to agree on the right way to create an income stream.
Despite a tarnished reputation, annuities make sense for some clients. Even so, advisors highlight some of the biggest challenges they face in using annuities for clients.
In the first half of 2013, they generated $283.3 million in revenue, the most theyve made in the first six months of any year since 2007.
Lincoln joins about a dozen companies who either offer or have filed to offer an annuity product that is gaining traction in the market.
In the second quarter, fixed annuities experienced highest quarterly sales since 2011, according to data from Morningstar and Beacon Research.