MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
The Motley Fool
October 9, 2009
Dan Caplinger
This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities. mark for My Articles similar articles
The Motley Fool
February 24, 2004
J. Graham
Beware of Brokers Bearing Annuities Annuities may sound good, but their costs overwhelm their benefits. Stockbrokers and financial advisors love to sell annuities because of the high commissions they reap. My ex-broker sold one to me, and it has proven to be the most restrictive, highest-cost, least-liquid, and poorest-performing investment in my portfolio. mark for My Articles similar articles
The Motley Fool
February 4, 2010
John Rosevear
You'll Need Even More Than You Think Think an annuity will save your retirement? Think again. mark for My Articles similar articles
The Motley Fool
March 24, 2005
Robert Brokamp
Annuities: Who Needs Them? Looking for an expensive, ho-hum way to save for retirement? Then an annuity might be for you. mark for My Articles similar articles
The Motley Fool
October 24, 2006
Dan Caplinger
Get Income for Life: Part 2 Today's retirees can look forward to longer lives than their parents and grandparents enjoyed. With that longer lifespan, however, comes the need to save more. Different types of annuities offer different benefits and pitfalls. mark for My Articles similar articles
BusinessWeek
February 7, 2005
Ellen Hoffman
Annuities: Don't Believe The Hype Many of the tax benefits of variable annuities no longer exist, but the hard sell continues mark for My Articles similar articles
CFO
March 1, 2007
Marie Leone
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' mark for My Articles similar articles
Registered Rep.
October 1, 2002
Pamela J. Black
The Pros and Cons of Annuities With retirement accounts battered by the bear market, guaranteed income from a fixed annuity now has more appeal, especially for clients who may be too close to retirement to count on a rebound from equity markets alone. This article surveys types of annuities, tax implications, and fees. mark for My Articles similar articles
Financial Planning
February 1, 2006
Patrick Ferrer
Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for? mark for My Articles similar articles
The Motley Fool
November 6, 2009
Selena Maranjian
Will These Investments Beat Immediate Annuities? Annuities have a mixed reputation, but one variety -- immediate annuities -- have been steadily growing. Does their increasingly popularity make them right for you, or are there better ways to build a secure retirement income stream? mark for My Articles similar articles
The Motley Fool
August 11, 2010
Selena Maranjian
Don't Count on This Retirement Cure-All Annuities might not be right for your retirement. mark for My Articles similar articles
The Motley Fool
May 4, 2011
Selena Maranjian
Income for the Rest of Your Life As you near or enter your golden years, a reliable, sufficient, income stream to live on becomes ever more valuable. Alas, with pensions disappearing, this goal is harder to achieve than it used to be. Here are some options. mark for My Articles similar articles
The Motley Fool
July 25, 2007
Buz Livingston
Beware of Brokers Bearing Annuities Be careful, be very careful, when listening to sales pitches from insurance agents promoting retirement planning. Big commissions and poor performance can cost you. mark for My Articles similar articles
Financial Advisor
May 2012
Alan Lavine
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? mark for My Articles similar articles
Financial Advisor
May 2010
Alan Lavine
Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework. mark for My Articles similar articles
The Motley Fool
February 18, 2011
Dan Caplinger
Are Variable Annuities Right for You? Variable annuity sales are way up, but are they a smart move? mark for My Articles similar articles
Financial Advisor
November 2011
Alan Lavine
Finding A Floor Annuities gain traction in a world of low returns. mark for My Articles similar articles
The Motley Fool
March 10, 2010
Dan Caplinger
This Strategy Will Save Your Retirement It's not just about income. Even retired investors can afford to invest a modest amount in growth stocks. mark for My Articles similar articles
The Motley Fool
September 15, 2010
Dan Caplinger
This Investment Won't Save Your Retirement Annuities can't work if you don't have the money to buy them. mark for My Articles similar articles
U.S. Banker
December 2005
Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity. mark for My Articles similar articles
The Motley Fool
December 8, 2010
Selena Maranjian
Don't Fall for This False Retirement Promise By taking matters into your own hands, you can build your own comfy retirement through annuities, dividends, or a combination of both. mark for My Articles similar articles
Registered Rep.
November 14, 2014
Kevin McKinley
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. mark for My Articles similar articles
Financial Planning
February 1, 2005
Donald Jay Korn
All Fixed Up? Low returns have dampened the demand for fixed annuities, but will the aging of America spur sales of fixed annuities? mark for My Articles similar articles
Registered Rep.
September 17, 2012
Alan Lavine
Insuring Income You'd like to insure at least part of your client's income for life. But do you choose a variable annuity with a guaranteed lifetime withdrawal benefit? Or an immediate annuity? mark for My Articles similar articles
The Motley Fool
April 13, 2004
Dan Otter
Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them. mark for My Articles similar articles
Financial Planning
September 1, 2008
Joseph A. Tomlinson
Retirement Income Products: A Wish List America faces a retirement crisis that is perhaps even bigger than the "47 million uninsured" crisis we face in healthcare. Which financial products can individuals purchase today to reduce the risk of outliving their assets? mark for My Articles similar articles
Financial Advisor
March 2011
Alan Lavine
Looking For Protection Index annuities promise to deliver a guaranteed retirement return, but their costs and complexity are two serious trade-offs. mark for My Articles similar articles
BusinessWeek
May 8, 2006
Toddi Gutner
Annuity Exit Strategies Thanks to a nascent secondary market, it is becoming easier to cash out your policy. mark for My Articles similar articles
Registered Rep.
January 15, 2013
Alan Lavine
Solving the Riddle of the Immediate Annuity Clients torn between leaving money to heirs or buying an immediate annuity? Here's how to help them decide. mark for My Articles similar articles
On Wall Street
October 1, 2012
Dave Lindorff
Indexed Annuities Grab the Spotlight Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change. mark for My Articles similar articles
Financial Planning
August 1, 2010
Paul Menchaca
Annuities From Bust to Boom With roughly 76 million baby boomers set to retire, the insurance industry could be poised to significantly grow its annuity market. mark for My Articles similar articles
BusinessWeek
September 24, 2007
Aaron Pressman
Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know. mark for My Articles similar articles
Financial Advisor
July 2011
Gail Liberm
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. mark for My Articles similar articles
Registered Rep.
October 1, 2006
Stan Luxenberg
The Best of Both Worlds Is the line between funds and annuities disappearing? Not yet; regulators and corporate bureaucracies insist on separating the two investments. But in the next decade, the distinctions could blur. mark for My Articles similar articles
The Motley Fool
April 2, 2008
Selena Maranjian
Lock In These High Yields Today If you invest in healthy, dividend-paying companies, you can rely on regular payments no matter what the overall market does. mark for My Articles similar articles
Financial Advisor
June 2007
Mary Rowland
What's It Worth? A consultant shines a light into the dark hole of equity-indexed annuities. mark for My Articles similar articles
The Motley Fool
September 30, 2011
John Rosevear
This Common Move Will Kill Your Retirement Sometimes, the "right thing to do" is actually the wrong thing to do. You can buy stocks that will let you sleep at night -- while still giving you returns that should handily outpace those of the CD or bond fund you were going to buy instead. mark for My Articles similar articles
Registered Rep.
December 1, 2006
Kevin McKinley
The Case For (and Against) Immediate Annuities Right now your retired clients face a number of conundrums as they search for reliable sources of income. Retirees looking for safe, predictable income can get a big boost from immediate annuities when compared to other options. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donald Jay Korn
Nice Niche Two product lines in the fixed annuity category set sales records in 2010. Index annuities (up 6%) and immediate annuities (up 2%) both recorded modest increases over 2009, but they did reach the highest levels on record, according to Beacon Research in Evanston, Ill. mark for My Articles similar articles
Financial Advisor
February 2007
Tracey Longo
Variable Annuities Get Sales Boost Do you really want to get your clients' attention as they prepare for retirement? Talk to them about variable annuities. mark for My Articles similar articles
Financial Advisor
August 2010
Alan Lavine
A Good Fit Immediate annuities fit well in retirement income plans. mark for My Articles similar articles
On Wall Street
January 1, 2012
John Diehl
Lifting The Cloud Over Annuities Anyone who sells annuities knows two things to be true: annuities can deliver significant value to clients and they are also one of the most misunderstood financial products on the market. mark for My Articles similar articles
The Motley Fool
November 28, 2008
Dan Caplinger
The Retirement Ripoff You Can't Afford Insurance companies are making changes to annuities that will make them an even worse deal for investors. mark for My Articles similar articles
Registered Rep.
September 1, 2005
Chris O'Leary
The Trouble With Annuities For registered reps, annuities, one of the most lucrative and complex items in an advisor's repertoire, can appear to be a cure-all for clients. Clients seem to love them, because of the guaranteed income -- even if they don't understand them. mark for My Articles similar articles
Financial Advisor
June 2007
Thomas Scott
What An Airline Crash Taught Me About Retirement Planning It doesn't take a catastrophic crash to cause significant injuries, in an airliner or in a retirement plan. As advisors, how can we best assure our clients will have an adequate income stream for their lifetimes? mark for My Articles similar articles
Investment Advisor
March 2009
Melanie Waddell
Searching for Security As affluent retirees' worries about their financial well-being continue to mount due to the market and economic swoon, sales of immediate annuities are seeing a significant spike. mark for My Articles similar articles
The Motley Fool
August 19, 2004
The Lowdown on Variable Annuities Plans such as 401(k)s and IRAs are generally more effective for socking away money for retirement. mark for My Articles similar articles
The Motley Fool
August 24, 2009
Selena Maranjian
A New Annuity You Probably Don't Need New York Life is rolling out a new offering of variable annuities. But variable annuities are often a bad idea for consumers. Investing directly in stocks may be a better idea. mark for My Articles similar articles
The Motley Fool
July 23, 2010
Dan Caplinger
The Better Way to Make Your Portfolio Pay Managed payout funds sound good for retirees, but watch out for drawdowns. mark for My Articles similar articles
BusinessWeek
June 23, 2011
Margaret Collins
Variable Annuities: Lifelong Income, High Cost Guarantees make annuities more appealing - and more complex. mark for My Articles similar articles