Annuities
Latest
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Are You Investing Like It’s the 1950s?
Investor Psychology Make sure your portfolio’s design is truly “modern,” because the stock market is a completely different world than it was in the ’50s, when the theory of diversification (which many advisers still follow) was developed.
By Megan Clark, Investment Adviser Representative Last updated
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6 RMD Changes We Could See This Year
Making Your Money Last Congress is considering two bills that would make major changes to required minimum distributions. Could your RMDs be affected?
By Rocky Mengle Last updated
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Annuities: How to Turn Retirement Savings into Retirement Income
annuities An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.
By Ken Nuss Last updated
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The Risk with Fixed Indexed Annuities
annuities Investors looking for safety and reliability often consider annuities, but fixed indexed annuities can have some variables to them that you need to be aware of.
By David C. Treece, Investment Adviser Representative Last updated
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Looking for the Best Rate on a Fixed Annuity? Shopping Around Really Pays Off
annuities Some annuities pay significantly more than others, so doing your research to compare rates and keeping key factors in mind can score you a much better deal.
By Ken Nuss Published
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Rising Interest Rates, Falling Bonds and a Possible Way Forward
annuities Bonds aren’t offering the stability they used to, so if you’re looking for an alternative, here’s one possibility to consider.
By Kurt Fillmore, Investment Adviser Published
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3 Ways to Get Future Lifetime Income with Annuities
annuities Looking to maximize retirement income? Fixed-rate, income and indexed annuities offer different ways to get there, either as stand-alone strategies or in sequence.
By Ken Nuss Published
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Buying Annuities in Your 401(k)
Financial Planning More plans are offering annuities that could provide income in retirement. Here’s what you need to know.
By Sandra Block Published
Financial Planning -
Income Annuities Take Risk Out of Retirement
annuities When used properly, annuities provide invaluable security, so why aren't more people going for them? A study has some insights and recommendations, while Congress tackles legislation to encourage their use.
By Ken Nuss Published
annuities