Are Longevity Annuities Ready for Prime Time?
A recent rule change has enhanced the appeal of these products. Here's what advisors need to know.
More in Investment Products
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
Fidelity and Vanguard have almost the same investment portfolios in their target-date funds, but lower expenses give Vanguard's investors a higher return.; Plus, clients should try a retirement dress rehearsal before the big day. more »
Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry. more »
With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed. more »
The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age. more »
This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA. more »
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year. more »
Funds focusing specifically on dividend payers offer narrower exposure than typical equity-income or growth-and-income funds. more »
More Democratic lawmakers are pushing for a measure that would increase Social Security benefits and raise payroll taxes to address the program's financial woes; Plus, how retirees can reduce their RMDs with a Roth conversion. more »
No matter how strong their operating earnings, companies can't pay dividends without this. more »
Some advisors are hesitant to recommend a conversion for high-net-worth clients since President Obama supports changes to key features of Roth IRAs; Plus, can Social Security benefits increase after age 66? more »
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