IRS Issues Private Letter Rulings On Annuity Advisor Fee Proposals
IRS official Rebecca Baxter ruled in all three cases, “the Fees are integral to the operation of the Adviser Contract.”
Recent
Weak Relationships Linked To Variable Annuity Surrenders
When a life insurer distributor-policyholder relationship is weak, surrenders are much higher.
What Is An Immediate Annuity?
An immediate annuity is an investment that turns your current retirement savings into future income payments.
Annuity plans by insurers gain traction; should you go for it?
2020 has been a difficult year for many, especially for retirees or those closer to retirement.
Will a Lifetime Income Option in Your 401(k) Solve Your Retirement Woes?
Half of Americans who aren't yet collecting Social Security are worried about outliving their savings.
Ruark Consulting Releases 2020 Variable Annuity Study Results
The study was designed to capture early effects of COVID-19 and related market movements on the Variable Annuity category.
‘Social Security Bridge’ Said to Be the Best Approach to Annuities
The Center for Retirement Research says this approach remains competitive for those at the 75th percentile of the wealth distribution.
