Annuities

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters

Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out

Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule

Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report.

Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products.

New funds provide hedging tools to limit or amplify clients' currency exposure on their foreign investments.

After variable annuity sales plunged in 2012, expectations are high for the coming years for new players and higher sales.

People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning.

Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'

The move is part of a shift of emphasis from life insurance "to a more well-rounded protection and retirement planning approach."

Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.