The View from Taroko Gorge

Touring this marble-walled canyon, I could see millions of years into Taiwan's geological past and a few years into its demographic future.

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.

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.
Featured

Red Zone Strategies

Near-retirees who are in Jim Otar's "crowded" Red Zone don't have a lot of options. "Their only choice is annuities," writes the Canadian author/advisor in the concluding chapter of his new book.

An Income Feather in BoA’s Hat

Bank of America’s new service, My Retirement Income, is a revival of a program created at Merrill Lynch in 2006.
News

Record Retail Sales at Jackson National

During the first nine months of 2009, Jackson, a subsidiary of the UK's Prudential plc, generated $6.7 billion in VA sales, a 32% increase over the same period of 2008.