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The Motley Fool
March 10, 2011
Dan Caplinger |
How Skittish Investors Can Protect Their Money You can lock in a sure thing with just two investments.   |
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. |
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. |
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? |
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. |
The Motley Fool
June 13, 2007
Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
Financial Advisor
January 2009
Gail Liberman |
Boring But Beautiful CDs are looking mighty attractive to some clients these days. |
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. |
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. |
BusinessWeek
September 25, 2008
Chris Farrell |
Safe Investing in a Troubled Economy Here are some of the safest places to invest your money. But the price of safety may be low returns. |
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. |
The Motley Fool
December 26, 2007
Dan Caplinger |
Stepping Up Your Savings Some CDs come with bells and whistles; be sure you understand how they work. |
Financial Advisor
September 2006
Frank O'Connor |
An Expensive Guarantee? Guaranteed Minimum Withdrawal Benefit (GMWB) features in variable annuities have grown steadily in popularity since first introduced in 2002. But financial advisors need to know if this feature is really worth the cost. |
On Wall Street
November 1, 2010
David Lau |
With Taxes Rising, The Rich Take The Hardest Hit Using tax-deferral strategies which can potentially improve returns without increasing risk, will rise in importance and the tax-efficient frontier will emerge as an important new financial landmark. |
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. |
Financial Advisor
November 2011
Alan Lavine |
Finding A Floor Annuities gain traction in a world of low returns. |
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. |
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? |
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. |
On Wall Street
February 1, 2010
Elizabeth Wine |
Variable Annuities Are Down but Not Out Variable annuities had a tough 2008 and 2009 like everybody else. |
Financial Advisor
July 2011
Gail Liberm |
Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors. |
Financial Planning
March 1, 2008
Allan S Roth |
A Safer Source of Alpha For your clients with at least $500,000 in assets, helping them earn an extra 100 to 200 basis points of alpha in fixed income is worthwhile and can generate significant additional risk-adjusted returns. |
The Motley Fool
May 17, 2010
Selena Maranjian |
The Problem With Income Investing Bonds and dividend stocks have several hidden downsides. |
Registered Rep.
June 21, 2011
Alan Lavine |
A Good Match: Managed Payout Funds and Annuities Combining a managed payout mutual fund with a deferred immediate annuity may be a simple way to help clients plan for retirement. |
Financial Planning
May 1, 2008
Bob Veres |
Cheerleaders in Lab Coats Every few years, it seems like the marketplace produces a "study" of variable annuities that makes the product look too good to be true. The latest is from Ibbotson Associates. |
The Motley Fool
September 15, 2008
Dan Caplinger |
Are Annuities At Risk? With the financial troubles that annuity giant AIG currently faces, investors are concerned about what could happen to their annuities if the insurance companies backing them don't survive the credit crunch. |
The Motley Fool
October 31, 2006
Buz Livingston |
A Foolish Trick: EIAs Equity indexed annuities are like horror flicks: Bad things just keep happening. |
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 |
The Motley Fool
November 13, 2007
Dan Caplinger |
Increase Your CD Income An increasing number of brokers offer brokered CDs, which may pay you more interest than those offered at your neighborhood bank, but make sure you understand all the terms and conditions that apply. |
Registered Rep.
July 16, 2013
Alan Lavine |
Insurance Strategies to Build Wealth When it comes to life insurance, rarely does one size fit all. So why not tailor a policy to fit your client's investment and estate plans? |
BusinessWeek
September 24, 2007
Aaron Pressman |
Retirement Made Complicated Why equity-indexed annuities have a bad name and what investors need to know. |
The Motley Fool
July 27, 2011
Dan Caplinger |
An Offer You Can Refuse Banks' attempts to make CDs relevant again don't go far enough. |
The Motley Fool
December 12, 2011
Dan Caplinger |
Yet Another Goldman Investment You Shouldn't Buy Equity-linked CDs aren't what you think. |
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? |
CFO
March 1, 2007
Marie Leone |
Beware the Fine Print Despite some welcome improvements, variable annuities still scream ''caveat emptor.'' |
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. |
Investment Advisor
August 2009
Melanie Waddell |
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. |
Registered Rep.
January 1, 2007
Kevin McKinley |
Immediate Annuities Equal Tax Rewards Thanks to a quirk in the tax code, using an immediate annuity may give your clients both higher income and lower taxes -- catapulting the after-tax return on an immediate annuity well beyond what is offered by other conservative fixed-income investments. |
Financial Advisor
April 2009
Eric Rasmussen |
Steady Eddy Annuity Bets The economic downturn is driving advisors to increase their interest in fixed annuities. |
The Motley Fool
February 26, 2007
Dan Caplinger |
Spring Cleaning for Your Investments Just as getting rid of some unnecessary junk around the house can be good for your personal well-being, taking a critical look at your investments from time to time is extremely valuable. |
Financial Advisor
February 2006
Tracey Longo |
A Push For Lifetime Income Variable annuity providers hope to jump-start their business by selling security to worried baby boomers. |
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? |
Registered Rep.
August 15, 2011
Alan Lavine |
Investors Flock to Variable Annuities With Guaranteed Benefits, But Beware Retiring baby boomers are pouring their money into variable annuities with guaranteed lifetime withdrawal benefits. |
Registered Rep.
May 18, 2010
Alan Lavine |
No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow. |
The Motley Fool
April 13, 2006
Robert Brokamp |
Dueling Fools: IRA Bear What's the real cost of that tax-deferral? More than you think. Yes, IRAs rule. But for every rule, there are exceptions. And there are times when contributing to an IRA may not be the best arrangement. |
The Motley Fool
May 27, 2009
Dan Caplinger |
Don't Pay Too Much for This Investment When it comes to guaranteed variable annuities, buyers are paying more for protection than they did in recent years -- even though the market has already dropped substantially. |
Investment Advisor
October 2010
Victor Connor |
Annuities: A Better Answer Than Social Security The biggest fear of all retirees is running out of money before they run out of life. |
The Motley Fool
May 16, 2007
Dan Caplinger |
Trim Your Taxes With Treasuries Until you know the tax implications of a particular investment, you can't make a valid comparison. While high rates will often produce the highest after-tax returns, it's worth a second look to make sure you're not missing out on a better deal. |
The Motley Fool
April 9, 2010
Robert Brokamp |
9 Retirement Killers Make sure you sock it away, and sock it away the right way. |
Financial Advisor
February 2005
Tracey Longo |
Guarantees Spur Income Variable Annuities Sales Burgeoning investor interest in guaranteeing some part of their retirement income, especially in this era of diminishing pensions, is spurring more companies to develop a host of new variable products and features. |
