At ‘Spirit on Lake,’ Gay Retirees Find Community

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.

Marshmallows and Social Security

Should US retirees delay claiming Social Security until age 70, even if they have to spend savings until then? The Center for Retirement Research at Boston College proposes that strategy as a default option in retirement plans.

How to Choose an Annuity Issuer

Shopping for an annuity, like shopping for a car, involves questions about the manufacturer of the product. Do their products perform as expected? Will service quality be high? Are they likely to stay in business? We show you where to look for answers.

Time to Put Benjamins Back in the Sock Drawer?

At the LIMRA annual conference in Boston earlier this week, MIT economist James Poterba described how low interest rates make saving for retirement more of a challenge.
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For B-Ds, Independence May Prove Confining

Our guest columnist is founder and CEO of Wealth2k, a Boston-area firm provider of digital platforms for advisors who use its Income for Life Model retirement planning system.
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New whitepaper attacks DOL conflict-of-interest proposal

“If the rule is enacted as written,” write Jack Marrion and Kim O'Brien, “it will cause a severe disruption for many securities brokers and dealers but will be devastating for those who sell annuities and those who want to buy annuities."