Annuities

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

The DoL rule has contributed to both the overall drop and a market shift, say LIMRA experts.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Experts say such cases are commonly filed by advisors yet difficult to win.

What clients don’t know could cost them hundreds of thousands of dollars.

The products protect clients against losses, but significant caveats emerge in the fine print.

Congress may have a difficult time closing tax code loopholes that benefit households more than corporations, an expert suggests.

The advisors collected $1.7 million by fraudulently pushing variable annuities, investigators say.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.