Annuities and the Charles Schwab Deal

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.

Buttigieg’s plan to close the 401(k) coverage gap

The Buttigieg plan would borrow elements of the SIMPLE IRA, the auto-IRAs created in California and Oregon, and existing 401(k)s to ensure that any full-time “middle-earning American worker” can save at least $500,000 for retirement.

Wink, Inc. releases annuity sales data

'Indexed annuity sales set a new record in the second quarter, beating their previous record in 4Q2018 by nearly 3%,' said Sheryl J. Moore, author of Wink’s Sales & Market Report. 


November 14, 2019

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...
November 7, 2019

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...