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Posted today (2 hours ago)
Is an Annuity a Good Choice for You?  Dentist's Money Digest

Annuities offer many benefits, like saving for retirement and cutting your taxes, that other traditional methods of finance may not offer as well. However, an ...


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Posted today (17 hours ago)
Simply Money: What to keep in mind about annuities  Cincinnati.com

Every week, Simply Money's Nathan Bachrach and Amy Wagner answer your financial questions. If you, a friend, or someone in your family has a money issue ...


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Posted on Dec 23, 2018 (24 days ago)
Does An Annuity Belong In Your Retirement Plan?  Forbes

An annuity is a stream of monthly income guaranteed for life, starting immediately or deferred to a specified time in the future, in exchange for an upfront lump ...


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Posted on Dec 21, 2018 (26 days ago)
Meet the People Trying to Put a Friendlier Face on Annuities  The New York Times

There is a boomlet in kinder, gentler annuity providers, and they want you to devote some of your savings to guaranteeing more retirement income for yourself.


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Posted on Jan 8, 2019 (8 days ago)
It's about to get easier to do a 1035 exchange with annuities  InvestmentNews

Technology promises to reduce the process from months to a week, but some experts fear it could stoke churning.


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Posted on Dec 18, 2018 (29 days ago)
How Income Annuities are Taxed – and Why  Kiplinger's Personal Finance

The guaranteed payments for life that income annuities deliver offer retirees a great sense of security. What people might not realize is that how those payments ...


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Posted today (20 hours ago)
Annuity Order System Posts 2018 Advisor Data  ThinkAdvisor

The Affirm for Annuities order-entry system handled about seven 2018 orders per advisor user.


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Posted on Jan 2, 2019 (14 days ago)
The Best Annuities You Can Buy in 2019 • Benzinga  Benzinga

Finding the best annuities that allow you to save for retirement is as simple as learning about your options and assessing your needs.


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Posted yesterday.
iPipeline Reports $31 Billion in Annuity Transactions Processing for 2018  Business Wire

iPipeline reports 35000 advisors used their AFFIRM software to process $31 Billion in Annuity Transactions during 2018.


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Posted on Jan 8, 2019 (8 days ago)
The Truth About Annuities and Retirement  TheStreet

Annuities get a bad rap, but some are the right solution for retirement savings dilemmas.


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Posted on Jan 14, 2019 (2 days ago)
Stretching the Tax Benefits of Annuities  Dentist's Money Digest

Make the most of your annuity by utilizing the newest method, the nonqualified annuity stretch. One of the biggest advantages of an annuity, tax deferral, can be ...


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Posted on Dec 21, 2018 (26 days ago)
Is an annuity a great idea? Or a tax 'time bomb'?  MarketWatch

Q.: A friend of mine bought an annuity and raves about how much tax-free income he is getting and that it is guaranteed for life. Another friend of mine says ...


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Posted on Jan 4, 2019 (11 days ago)
How Are Annuities Taxed?  Yahoo! Finance News

An annuity can provide you with income that is guaranteed for as long as you live. These retirement savings vehicles do provide some tax benefits by letting ...


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Posted on Jan 8, 2019 (8 days ago)
How SHOULD Income Annuities Be Taxed?  Kiplinger's Personal Finance

Here's a tax idea to increase income for retirees while reducing the deficit.


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Posted yesterday.
Why the Ohio National Annuity Legal Debacle May Resolve Faster Than You Think  Financial Advisor IQ

If a prediction made by Next Financial's outside lawyer proves accurate, the rash of lawsuits filed against Ohio National Financial will be resolved quickly.


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Posted on Jan 11, 2019 (4 days ago)
Finra fines CFD Investments $125,000 over variable annuities supervision  InvestmentNews

The Financial Industry Regulatory Authority Inc. has censured CFD Investments of Kokomo, Ind., and fined it $125,000 for failure to establish and enforce ...


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Posted on Dec 22, 2018 (25 days ago)
Medically underwritten annuities can boost income for those who qualify  Minneapolis Star Tribune

Retirement plans focus on boosting the number of participating workers and the percentage of pay being saved, but few prioritize how employees will actually ...


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Posted on Dec 18, 2018 (29 days ago)
Annuity group says Ohio National poses risk to industry  InvestmentNews

The Insured Retirement Institute, an annuity industry trade group, said recent business decisions Ohio National Financial Services Inc. has made around its ...


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Posted on Jan 8, 2019 (7 days ago)
Key 2019 Annuity Trends: Mergers, Simplification, Amazon-ification  Insurance News Net

The Department of Labor's fiduciary rule muted annuity sales early in 2018, but sales ended the year promising as the industry forged ahead with procedures ...


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Posted on Jan 14, 2019 (2 days ago)
Anatomy of an annuity buyout offer  InvestmentNews

I may be going out on a limb, but after receiving numerous negative comments about my decision to purchase a deferred variable annuity from Ohio National ...


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Posted yesterday.
Indiana Brokerage Fined $125K Over Alleged Annuity Supervision Failures  Financial Advisor IQ

Self-regulator Finra has fined an Indiana brokerage $125,000 over alleged failures in supervising its representatives' sales of variable annuities, the industry ...


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Posted on Jan 5, 2019 (11 days ago)
How An Annuity Improves A Retirement Plan  Forbes

The standard 4% retirement rule does not fully address the mortality and investment risks of a retiree with limited resources. A new planning tool called RIS ...


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Posted on Dec 29, 2018 (18 days ago)
ON THE MONEY: Another look at indexed annuities  Aiken Standard

In 2017, the sales of indexed annuities surpassed $65 billion. The demographic segment of the population that purchased the bulk of these products were those ...


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Posted on Dec 17, 2018 (30 days ago)
Fixed, Variable Annuities Hit New Records  The 401(k) Specialist

Fixed index annuity sales and variable annuity assets hit record quarterly highs according to the Insured Retirement Institute (IRI).


Tags:   IRI
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Posted on Dec 23, 2018 (24 days ago)
Reporter goes to an annuity pitch. The salesman wasnt pleased.  Sarasota Herald-Tribune

LOS ANGELES — The pitch arrived in my aunt's mailbox, just after her 80th birthday and in the wake of a few frightening weeks for retirement investors.“Tired of ...


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