By Kerry Pechter
Many advisers still treat annuities and investments as apples and oranges--that is, not to be mixed up in a single retirement fruit salad. But experts Michael Finke, Wade Pfau and Mark Warshawsky offer recipes for combining them.
By Sheila Eldred
Lucretia Kirby (above) and other LGBT residents of a Minneapolis apartment building celebrated the recent Supreme Court ruling on gay marriage. This article, from the Indexed Annuity Leadership Council, first appeared at indexedannuitiesinsights.org.
By Kerry Pechter
Systematic withdrawals from DC plans are one of the simplest and cheapest ways to generate income from tax-deferred savings in retirement. Rollovers get the headlines, but more people advocate SWPs than you might have thought.
By Kerry Pechter
If more 401(k) plans offered systematic withdrawals, more money might stay in 401(k)s, and the DOL might not need to attempt the difficult and divisive task of policing rollover IRAs.