Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

A common fear among retirees is running out of money. Though inflation isn't as high as it was in previous years, the cost of living is considerably higher today than it was just five years ago, and ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Are you ahead, or behind ...

Annuities are not right for every client, advisors say. But when they are right, they can be the perfect financial planning solution. Here are some real-life stories that advisors say demonstrate the ...

Fixed index annuities provide market-linked growth for your money and protect your principal. But returns are capped, and fees can be significant. A fixed annuity could provide partial protection ...

It is important for aging persons to understand annuities. Keystone Elder Law P.C. does not act as a financial adviser or investment manager. Learn more about the article’s author, and other community ...

There are two pretty entrenched camps on indexed universal life and annuities. And those two camps don’t seem to like each other very much. I wouldn’t classify the conflict on the level of the ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...