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Annuities Planning

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Maximize Clients' Social Security Benefits, Win Them For Life

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Nearly three-quarters of clients would switch advisors to maximize Social Security benefits.

Are Longevity Assumptions Obsolete?

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Estimates for clients' lives might be too out of date for their retirement plans.

How To Succeed In Retirement By Reducing Taxes

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The biggest enemy of maximizing retirement income is taxes.

More Customers Bypassing Advisors For Annuity Purchases, J.D. Power Says

by FA Staff

Customers are showing more willingness to deal directly with providers on websites and other digital channels, the firm said.

Equities Vs. Annuities: Wade Pfau Outlines Four Retirement Income Styles

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People have different attitudes about flexibility and safety when it comes to retirement income.

Hit Retirement Home Runs With Clients By Taking Moneyball Planning Approach

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Adopting a Moneyball approach can lead to better outcomes.

Broker Fined For $3.9M In Inappropriate Annuity Sales

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The registered rep avoided detection for years by listing his wife as the selling agent, Finra said.

BlackRock Moves Closer To Adding Annuity Product To 401(k) Plans

by FA Staff

The nation's largest asset manager is embedding an annuity in target-date funds.

For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say

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More money doesn't hurt, but health and relationships with peers matter just as much to retirees.

What's Behind The Boom In Annuity Sales?

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The annuities market has bounced back strongly after being racked by the pandemic last year.

Total Annuity Sales Up 40%, Highest Since Great Recession

by FA Staff

Sales were driven by a strong economy and pent-up demand amid Covid uncertainty, said SRI.

Trade Groups Ask DOL For More Time To Implement Fiduciary Rule

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Some of the rules are falling harder on smaller advisors, say industry advocates.

CRS Tests Reveal Largest Broker-Dealers Don't Tell Investors How They're Paid

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This study says broker-dealers are still not making their compensation clear to customers.

Congress Considers Mandatory Retirement Plans, Auto Enrollment, Annuity Options

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Small businesses would be required to offer a workplace retirement savings plan under the proposals.

How Does Government Tax An Annuity?

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The amount depends on a number of factors, including how you bought the product and when.

Morningstar On Why Annuities Still Struggle To Gain Wide Acceptance

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The annuity industry is still struggling to drive home the message that guaranteed income is important, the firm says.

Hefty 6.2% Social Security COLA Hike Could Help Future Retirees More Than Current Ones

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The estimated increase in the COLA would be the largest since 1983.

What's Behind The Boom In Annuity Sales?

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The annuities market has bounced back strongly after being racked by the pandemic last year.

Why Retirement Is On The Eve Of Disruption

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Retiring clients and their advisors want help. Don't disappoint them.

Low Interest Rates Plague Retirement Planning, AIG Exec Says

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Annuities can fill the gap to cover retirement spending needs, he said.

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