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The Motley Fool
August 11, 2010
Selena Maranjian |
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement.   |
Financial Advisor
August 2010
Alan Lavine |
A Good Fit Immediate annuities fit well in retirement income plans. |
BusinessWeek
May 8, 2006
Toddi Gutner |
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy. |
The Motley Fool
February 24, 2004
J. Graham |
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. |
The Motley Fool
December 3, 2010
Dan Caplinger |
Don't Flub This Million-Dollar Decision Whether to take a lump sum or monthly payments from your pension can make or break your retirement. |
The Motley Fool
July 15, 2009
Dan Caplinger |
How to Make the Most of Your Biggest Opportunities Here's the best way to handle big money. To provide the income a pension would pay, you may be able to use a combination of an immediate annuity and dividend-paying stocks. |
Registered Rep.
August 27, 2014
Kevin McKinley |
One Lump Sum or Small Payments? "Should I take my pension in monthly payments, or roll the lump sum over to an IRA?" It's a common question you may get from retiring clients. |
Financial Planning
February 1, 2013
George Yacik |
Weighing a Pension Payout Take the money and run? It is a question advisors face as retirees get offered lump-sum bonanzas. |
Registered Rep.
June 21, 2011
Alan Lavine |
A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement. |
On Wall Street
December 1, 2009
Geoffrey Stiff |
When Your Client's Retirement Plan Is Washed Away, You Can Rebuild it Investors who are close to retirement are emerging from their storm cellars to assess the damage their retirement portfolios suffered during last year's financial tornados. |
Financial Advisor
January 2008
Marla Brill |
Great Expectations The latest version of retirement income funds from Fidelity and Vanguard mark the mutual fund industry's most ambitious effort yet to remove much of the decision-making associated with retirement investment and distribution planning. |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
The Motley Fool
March 10, 2010
Dan Caplinger |
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. |
The Motley Fool
June 3, 2010
John Rosevear |
Is This the Lamest Investment Ever? Annuity sales are on the rise. Should you consider one? |
The Motley Fool
November 6, 2009
Selena Maranjian |
Will These Investments Beat Immediate Annuities? Annuities have a mixed reputation, but one variety -- immediate annuities -- have been steadily growing. Does their increasingly popularity make them right for you, or are there better ways to build a secure retirement income stream? |
Registered Rep.
January 15, 2013
Alan Lavine |
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. |
Registered Rep.
October 1, 2002
Pamela J. Black |
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. |
The Motley Fool
October 24, 2006
Dan Caplinger |
Get Income for Life: Part 2 Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more. Different types of annuities offer different benefits and pitfalls. |
Registered Rep.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
Registered Rep.
November 15, 2011
Alan Lavine |
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients. |
The Motley Fool
September 9, 2008
Dan Caplinger |
Pick the Right Time to Retire Taking early Social Security is often a smart move. |
The Motley Fool
March 24, 2005
Robert Brokamp |
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. |
The Motley Fool
July 23, 2010
Dan Caplinger |
The Better Way to Make Your Portfolio Pay Managed payout funds sound good for retirees, but watch out for drawdowns. |
Registered Rep.
December 1, 2006
Kevin McKinley |
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. |
The Motley Fool
January 2, 2009
Dan Caplinger |
How to Never Run Out of Money A relatively new twist on a traditional insurance product promises some relief for those looking to protect themselves from outliving their retirement savings -- but is it the best option for you? |
Financial Planning
April 1, 2005
Jerome S. Golden |
Paying It Forward Immediate annuities can add income security and wealth accumulation to the retirement mix. |
Registered Rep.
September 17, 2012
Alan Lavine |
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity? |
The Motley Fool
October 10, 2006
Dan Caplinger |
Pension Protection or Pilfering? The recent changes to the laws governing pensions are just the latest example of why it's important to think carefully about the choices you have as you enter retirement. |
The Motley Fool
September 8, 2010
Dan Caplinger |
Where Retirees Can Find More Income Retirees need money, but guaranteed options have their drawbacks right now. |
The Motley Fool
September 15, 2010
Dan Caplinger |
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
September 26, 2006
Selena Maranjian |
How to Take Your Pension If you've got a pension, you're in the minority of workers today. Here are some tailor-made tips for you. |
Financial Planning
May 1, 2005
Janet Aschkenasy |
Longevity Insurance Who needs immediate annuities? Maybe some of your clients. Since annuities can provide most of a retiree's income, retirees are not forced to sell portions of a diversified portfolio for income under adverse market conditions. |
Registered Rep.
July 1, 2004
Stan Luxenberg |
The Problem With a Long Life Academics are stepping forward, seeking to describe portfolios that will produce maximum returns while ensuring that retirees don't outlive their assets |
Financial Planning
May 1, 2012
Ed Slott |
Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts." |
BusinessWeek
February 7, 2005
Ellen Hoffman |
Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
Financial Advisor
September 2012
Alan Lavine |
The Price Of Old Age Longevity insurance may appeal to some clients who want guaranteed income late in life. |
Financial Planning
February 1, 2008
Donald Jay Korn |
Immediate Gratification New studies show that Immediate annuities add both income and stability to a retirement portfolio. |
The Motley Fool
April 23, 2004
Robert Brokamp |
Don't Pay for Bi-Weekly Mortgages Most companies charge for a bi-weekly mortgage plan. Why pay when you can do it yourself and save hundreds of dollars? |
Investment Advisor
June 2010
Marlene Y. Satter |
Insurance Update: Easy Monthly Payments (for Retirement) Nationwide's suggestions for retirement income: annuities in 401(k) plans. |
Financial Planning
January 1, 2012
Charles Farrell |
Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon. |
The Motley Fool
August 5, 2010
Selena Maranjian |
Bet Against Your Early Death Longevity insurance can prevent you from running out of money in retirement. |
Financial Planning
September 1, 2008
Joseph A. Tomlinson |
Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets? |
Financial Advisor
May 2012
Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
The Motley Fool
December 8, 2010
Selena Maranjian |
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. |
Investment Advisor
April 2006
Melanie Waddell |
The Playing Field: Meeting the Need for Income A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams. Here's a rundown of some of the companies' offerings. |
Registered Rep.
June 7, 2012
Mark Miller |
Who's Got the Best Annuity Deal in Town? It may surprise you, but "buying" Social Security's annuity by delaying withdrawals and living on other assets best enhances overall retirement income. |
On Wall Street
July 1, 2010
Gina Bolvin |
Making A Strong Connection With Telecom Employees Often, early retirees are not aware of the steps they can take to tap income from their retirement plans before they reach 59 1/2. |
Knowledge@Wharton
August 27, 2003 |
How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply. |
