Annuities

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

LIMRA predicts annuity sales could gain 5% to 10% in 2018.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

Annuity products will be on the tech giant's platform by year end.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

Annuities can be qualified or non-qualified and are subject to different tax treatments. There are also estate tax consequences as well as tax penalties to consider.