Anecdotal Evidence

Investors Flocked to Money Funds in August

August also saw the value of passive U.S. equity funds surpass the value of U.S. actively managed equity funds by about $25 billion ($4.271 trillion vs. $4.246 trillion), according to Morningstar's latest fund flows report.
Estate Planning j Tool

A VA Rider Designed for Inheritances

Wealth Pass, a new Lincoln Financial variable annuity rider, makes it easy for IRA or VA beneficiaries to spread inheritances over their life expectancies.


September 12, 2019

Taxes in Retirement: Front-Load or Back-Load?

Here are two ways a retired couple with a $1 million IRA might manage taxes: By either minimizing or maximizing them in the first 10 years of retirement. Zach Parker of Securities demonstrates.
September 5, 2019

Be a ‘Succession Planter’ of Lifetime Income

Here's an income plan for a hypothetical 65-year-old couple with $1.6 million in savings, a real income goal of $8,000/mo. in retirement, and a legacy goal of $1.5 million.
August 22, 2019

A Second Structured Annuity Offers Income

CUNA Mutual Group invades Allianz Life airspace by launching 'Zone Income Annuity.' It's the only structured index annuity besides Allianz Life's Index Advantage Income to offer a lifetime income option. The two contracts differ...