Annuity Sales Up, But Should They Be?
Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment.
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David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company. more »
Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62 more »
The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities. more »
4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern more »
The $400,000 Social Security question; Generating income in low-yield world; When conventional wisdom is good enough more »
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Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
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