WealthManagement.com
Home > Investment > Annuities

Annuities

RSS

Annuities news, analysis and strategies.

Another Reason for Annuities in 401(K) Plans?

An economics professor looks at the degenerative mental capacity of the elderly to show annuities belong in 401(k) plans.

Read and Discuss

  • Dec. 17, 2012
    Article
    Trusts & Estates

    Private Placement Variable Annuities  

    Edward J. Finley II & Michael Liebeskind discuss this potentially powerful tax planning tool...More
  • Sep. 17, 2012
    Article

    Insuring Income

    Buying protection for a client's retirement income can be overwhelming. Should you choose a variable annuity with a lifetime income rider? Or an immediate annuity? Here's how to wrap your head around the answer....More
  • Aug. 16, 2012
    blog

    Last Ones Standing: As VA Providers Bow Out, Others Pick Up Market Share

    Some insurance carriers have bowed out of the VA business or scaled back their distribution. Who gets that business? The only ones left standing…...More
  • Jun. 21, 2012
    Article
    Trusts & Estates

    How to Correctly Determine Annuity’s Present Value

    Michael J. Jones, partner at Monterey, Calif.’s Thompson Jones LLP clarifies that practitioners must use nearest age, not attained age, when determining the present value of an annuity, an interest for life or for a term of years or a remainder or a reversionary interest...More
  • Jun. 1, 2012
    Article
    Trusts & Estates

    A Reliable Income Stream  

    Lena Rizkallah and John Koehler show you why annuities are uniquely suited to address the concerns that come with retirement planning...More
  • Jun. 1, 2012
    Article
    REP.

    Alternatives Going Mainstream

    The very term is becoming something of a misnomer....More
  • May 30, 2012
    blog

    Despite Hartford, VA Subadvisors Sitting Pretty

    Despite the fact that several insurers have exited the annuity business in recent years, variable annuities are expected to be the fastest growing segment for subadvisors in the years ahead....More
  • May 4, 2012
    Article
    REP.

    Another Reason for Annuities in 401(K) Plans?

    An economics professor looks at the degenerative mental capacity of the elderly to show annuities belong in 401(k) plans....More
  • May 3, 2012
    Article
    REP.

    Annuities: Growing Pains

    Back before the Great Recession kicked off in 2008, Mark Cortazzo, senior partner with Parsippany, N.J.-based Macro Consulting Group, was pouring income-seeking clients into variable annuities, allocating 75 percent or more of such clients' portfolios to them. After all, the deals were pretty rich. In those days, he could get a 6 percent guarantee on assets invested. “In '06 and '07, the insurance companies were giving away the farm,” he says....More
  • Dec. 1, 2011
    article
    REP.

    A Good Marriage: Life Insurance and Annuities

    This niche combo product provides guaranteed lifetime income to the beneficiary. It's a great option for clients with poor performing universal life and can be used in prenuptial or buy-sell agreements, and for fulfilling alimony payments....More
More

Investment Topics

Alternative Investments

Annuities

Asset Management

ETFs

Equities

Fixed Income

Mutual Funds

Real Estate

Strategies

Hot Topics

Trusts & Estates Plus
RIAs
IBDs
Wirehouse
Estate Planning
Photo Galleries
Advisor Trend Monitor
The Advisor Forums
AdvisorBenchmarking
Resource Network
Latest poll

Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

"Do firms check U5's when hiring?"

Read More

More Topics

Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Click for More
Most Recent Blogs & Columns
May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
User Submitted Content

The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

Browse Blogs Browse Columns
Market Data

Financial Services Company Watch List

Market index values delayed 15 min

Newsletter Signup

Connect With Us
WealthManagement.com

Copyright © 2013 Penton Media, Inc