Annuities http://wealthmanagement.com/taxonomy/term/6610/more en Structured Settlements http://wealthmanagement.com/insurance/structured-settlements <div class="node-body article-body">It’s not for the faint of heart, but if you can find a secondary annuity, otherwise known as a structured settlement, they often pay higher than a primary market annuity. But buyer beware.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/structured-settlements" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/structured-settlements#comments Annuities Insurance Tue, 16 Dec 2014 10:30:00 +0000 730111 at http://wealthmanagement.com Digital Vision./Photodisc/Thinkstock The Daily Brief: Rally Anxiety http://wealthmanagement.com/blog/daily-brief-rally-anxiety <div class="node-body blog-body">The S&P 500 continued to reach record highs in November, leading many to speculate whether the market had rallied too much, too fast.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-rally-anxiety" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-rally-anxiety#comments Markets Blogs Annuities Insurance The Daily Brief Mon, 01 Dec 2014 10:00:00 +0000 717261 at http://wealthmanagement.com Tapping Annuities for an Early Retirement http://wealthmanagement.com/retirement-planning/tapping-annuities-early-retirement <div class="node-body article-body">Clients will appreciate how these products can save taxes today and provide income down the road.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/tapping-annuities-early-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/tapping-annuities-early-retirement#comments Annuities Retirement Planning Fri, 14 Nov 2014 16:09:00 +0000 706851 at http://wealthmanagement.com <p><span style="font-size: 13px; line-height: 20px;">Annuities can offer nearly unlimited savings potential and unique benefits for early retirees.</span></p> maxicam/iStock/Thinkstock A Big Leap for Annuities in Retirement Plans http://wealthmanagement.com/annuities/big-leap-annuities-retirement-plans <div class="field-deck"> New rules released today would make it possible to access longevity annuities in retirement plans without being subject to required minimum distribution regulations. But will it get buy-in? </div> <div class="node-body article-body">New rules released today would make it possible to access longevity annuities in retirement plans without being subject to required minimum distribution regulations. But will it get buy-in?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/annuities/big-leap-annuities-retirement-plans" target="_blank">read more</a></p> http://wealthmanagement.com/annuities/big-leap-annuities-retirement-plans#comments Legal Annuities Tue, 01 Jul 2014 18:05:00 +0000 595951 at http://wealthmanagement.com Who Should Buy an Income Annuity? http://wealthmanagement.com/annuities/who-should-buy-income-annuity <div class="field-deck"> Investors either pay periodic premiums, or all at once, to generate a guaranteed lifetime income stream in retirement </div> <div class="node-body article-body">Sales of deferred income annuities are growing thanks to pre-retirees concerned with outliving their money. But be cautious before advising your client buy one.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/annuities/who-should-buy-income-annuity" target="_blank">read more</a></p> http://wealthmanagement.com/annuities/who-should-buy-income-annuity#comments Annuities Insurance Tue, 17 Jun 2014 13:30:00 +0000 585211 at http://wealthmanagement.com Monkey Business Images/Monkey Business/Thinkstock The Power of Tax Deferred Investing in the New Tax Environment http://wealthmanagement.com/viewpoints/power-tax-deferred-investing-new-tax-environment <div class="field-deck"> For many taxpayers, the biggest tax hike was most likely on investment income </div> <div class="node-body article-body">VIEWPOINTS: With the 2013 tax season behind us, many Americans are reflecting on how much more they paid in taxes compared to years past.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/power-tax-deferred-investing-new-tax-environment" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/power-tax-deferred-investing-new-tax-environment#comments Viewpoints Annuities Viewpoints Investment Wed, 21 May 2014 20:33:00 +0000 565151 at http://wealthmanagement.com Andrey Popov/iStock/Thinkstock Building Portfolios Inside PPVAs and PPLI http://wealthmanagement.com/insurance/building-portfolios-inside-ppvas-and-ppli <div class="field-deck"> Use an evaluations metric to help improve future value </div> <div class="node-body article-body">Andrew N. King & Edward J. Finley II discuss some useful metrics for evaluating your clients' private placement portfolios</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/building-portfolios-inside-ppvas-and-ppli" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/building-portfolios-inside-ppvas-and-ppli#comments Annuities Insurance Premium T&E Wed, 21 May 2014 17:02:00 +0000 564791 at http://wealthmanagement.com Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts http://wealthmanagement.com/insurance/tax-efficient-investing-through-private-placement-annuity-and-life-insurance-investment-ac <div class="field-deck"> A brief overview </div> <div class="node-body article-body">Aaron Abrahms offers a brief overview of two useful vehicles that should be in every planner's toolbox</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/tax-efficient-investing-through-private-placement-annuity-and-life-insurance-investment-ac" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/tax-efficient-investing-through-private-placement-annuity-and-life-insurance-investment-ac#comments Annuities Insurance Public Tue, 06 May 2014 14:12:00 +0000 553181 at http://wealthmanagement.com Rethinking the Need for Immediate Annuities http://wealthmanagement.com/wealth-planning/rethinking-need-immediate-annuities <div class="field-deck"> Immediate annuities are a good option for older clients due to protections against rising interest rates and longevity risk. But there is no free lunch. </div> <div class="node-body article-body">While older clients' investment portfolios may include immediate annuities as a substitute for bonds, beware of these pitfalls.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/rethinking-need-immediate-annuities" target="_blank">read more</a></p> http://wealthmanagement.com/wealth-planning/rethinking-need-immediate-annuities#comments Annuities Insurance Estate Planning Retirement Planning Wealth Planning Public Tue, 15 Apr 2014 15:39:00 +0000 537251 at http://wealthmanagement.com The Old-Fashioned Variable Annuity, Staring Into Retirement http://wealthmanagement.com/insurance/old-fashioned-variable-annuity-staring-retirement <div class="field-deck"> Advisors long for the good old days when variable annuities had high guarantees. But guarantees are not what they once were, and advisors continue to shun VAs. </div> <div class="node-body article-body">Advisors long for the good old days when variable annuities had high guarantees. But guarantees are not what they once were, and advisors continue to shun VAs. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/old-fashioned-variable-annuity-staring-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/old-fashioned-variable-annuity-staring-retirement#comments Annuities Insurance Freemium Tue, 15 Oct 2013 13:00:00 +0000 398722 at http://wealthmanagement.com