ANNUITIES

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Annuity Execs Expect Continued Demand For Guaranteed Income

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Security Benefit executives predict annuities will gain in popularity in 2023.

Jackson National Study Suggests Advisors Can Fill Retiree Knowledge Gap

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Retirees and pre-retirees are trying to figure out how to confront inflation and market volatility.

How A Roth IRA Inside An Annuity Can Solve For Longevity Risk

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'Diversification' in retirement goes well beyond asset class, Allianz argues.

Morningstar Sees Safe Retirement Withdrawal Rate Rising To 3.8% From 3.3%

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Boosting the percentage of stocks in a portfolio above 50% won't have much impact on starting safe withdrawal rate.

Annuities Are Popular Amid Volatility. But Critics Remain.

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Annuities have been selling like hotcakes. Whether that's good or bad depends on whom you ask.

Senate Bill Would Ease Registered Index-Linked Annuity Creation

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The change could lead to more of these annuities, whose sales hit $20.4 billion in 2022's first half.

Many Women Report Having 50% Less Income In Retirement: Goldman Sachs

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Time out of the workplace cuts retirement savings by 35%, a new study finds.

Goodbye, 2022

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What did we do in 2022 other than hate it?

Majority Of Americans Expect To Work Past Retirement Age, Survey Says

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Women face a tougher retirement road than men because of lower wages and other factors, according to the Transamerica study.

Jackson National, Halo Expand Relationship

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Under the arrangement, Halo will distribute more of Jackson's annuities.

Annuity Sales Rise To Record Level In Q3

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The rocky stock market continued to make annuities an attractive option for investors, according to LIMRA.

DPL Offers Advisor/Client Matchmaking For Commission-Free Annuities

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The fee-based platform will direct consumers to advisors who specialize in low-cost annuities and insurance products.

Latest Fed Rate Hike May Push Annuity Sales To Record Territory, Says LIMRA

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After enjoying record growth, annuities just got another big boost with the Fed's move.

Avoiding Unpleasant Tax Surprises Next Year

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Many of the tax advantages of previous years have disappeared behind congressional sunsets. Will some come back?

When Annuities Came To 401(k)s

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Annuities are coming to defined contribution plans, but are they right for every client?

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the research firm said.

Tales Of The Tape: Annuities Vs. The 4% Rule

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In a classic underdog story, annuities might have another shot at the title, experts say.

Annuities Continue To Soar In 2022

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Stock turmoil has given annuities a bounce.

Social Security More Valuable Than Ever--Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

Satisfaction Down For Life Insurance, Annuity Customers, J.D. Power Says

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The products' surge in popularity during the pandemic has turned out to be short-lived, the research company said.

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