What's the best way for a 62-year-old man to say “I love you” to his wife? By waiting to claim Social Security benefits until he reaches full retirement age or later. Here's our third article in a series on retirement risks.
Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.
Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.
In MassMutual's new all-digital deferred income annuity, an adult child is the owner, and receives income when a parent (the annuitant) reaches age 91.
Lawsuits questioning the competence and integrity of the SEC chairman were discussed at a closed-door meeting of the FINRA board of governors in New York February 10.
In this article, I highlight work by Michael Kitces, who looks at stock market valuation levels as guides to setting retirement withdrawal strategies.
“Upper-income taxpayers would actually fare somewhat better under Obama's proposals than they would under current law,” said a CCH tax analyst.
Only 18% of employers were "very confident" about their employees having enough retirement income, Hewitt survey shows.
Variable annuity deposits of $2.1 billion were up 9% over 2008 and drove net flows to $838 million, an increase of 42% year-over-year.
The annual review considered the online offerings of more than 70 financial services firms.
Through January 2010, 78 variable product contracts have at least one sub-account with a summary prospectus document.