Compare Annuities: Don't Make Top Retirement Mistake

Ignoring annuities is one of the top retirement mistakes, according to Mark Miller's article "Top 10 Retirement Planning Mistakes" in Second Act.  Compare annuities with other retirement vehicles and you'll find that they are a great way to pay for your basic living expenses while protecting against the risk of outliving your money.  The biggest risk mentioned in the article is a failure to plan.  It is important to calculate what you'll need for retirement and make a plan on how to get... Read More

Immediate Annuities and Inflation

The Wall Street Journal cautions annuity investors to protect themselves against inflation in Tom Lauricella's "Inflation's Toll on Annuity Payout."  By opting for a lower yield on your investment today you should be able to help protect your savings.  Immediate annuities protect investors with their guaranteed lifetime payouts, so they have seen a surge in popularity after the recent turmoil in the stock market.  Since you begin receiving payouts from immediate annuities soon after... Read More

Stock Market Decline Prompts Some to Compare Annuities

In the Market Watch article "On days like this, annuities look better than ever," Andrea Coombes tells us why more people compare annuities to other investment vehicles as the stock market falls.  It's hard to argue with guaranteed income payments for life when you see a day on Wall Street with the market dropping 1,000 points.  Many people are watching their retirement income statements play out like a game of roulette and frankly, it's scary.  With a large selloff yesterday, the Dow Jones... Read More

Tax Savings: Compare Annuities and IRAs

In the Globe Gazette's article "Ease the sting of tax bite," Laura Bird gives advice to help those who were hit hard by Uncle Sam this year.  For people who owed a lot of money in taxes this year, the easiest way to change that might be updating your withholding information at work.  Having more withheld from each paycheck will decrease the likelihood of you owing the government tax money April 15 of next year.  Tax deductible investments are also a great way to decrease your taxable... Read More

Ohio Raises Annuity Guaranty

The biggest risk when purchasing annuities might be the insurance company that issued the investment going out of business.  According to Insurance News Net's posting by Zaeem Shoaib, the "Ohio General Assembly Raises Annuity Guaranty Coverage to $250,000."  The previous protection in Ohio was $100,000, so this is a 150% increase in investors' security.  The Ohio General Assembly amended the state's insurance law which goes into effect on May 26.The Ohio Life and Health Insurance Guaranty... Read More

8 Changes to Fixed Annuities Over the Next Decade

In the Investment News article "Eight big changes that will reshape the annuity biz," Darla Mercado summarizes a report from Jack Marrion of Advantage Compendium Ltd.  Fixed annuities will see their largest sales ever in the next ten years because of the 58 million Americans nearing retirement will be more receptive to the product's value.  The 1st change we'll see in the next ten years is a drop off in 1035 exchanges as it becomes more difficult to transfer from one annuity to another. ... Read More

Compare Annuities and Those Who Sell Them with FINRA's Expanded BrokerCheck

The Financial Industry Regulatory Authority (FINRA) will ask the SEC for permission to expand their BrokerCheck system, according to FINRA's news release "FINRA Proposes Further Expansion of Broker Information Publicly Available Through BrokerCheck."  The BrokerCheck system allows the public to view records of securities brokers both current and former for free.  The proposed changes would increase the amount of complaints that are publicly available.  It would also make the records of... Read More

Compare Annuities with FINRA’s Library Education Grants

From the Financial Industry Regulatory Authority (FINRA)'s news release, the "FINRA Investor Education Foundation and the American Library Association Announce $1.5 Million in Grants to Public Libraries to Support Grassroots Financial Literacy."  There are 19 libraries receiving the $1,522,122 through the program 'Smart investing@your library'.  Providing the public with financial education information is the program's goal.  This is the third year for 'smart investing@your library', whose... Read More

Compare Annuities: FINRA Survey Results

FINRA released survey results detailing the financial habits of American adults, according to their news release "FINRA Foundation Releases Inaugural Financial Capability Survey."  The FINRA Investor Education Foundation was researching the ways that Americans spend, save, borrow, and plan out their future finances.  This National Financial Capability Survey was completed by FINRA, the U.S. Department of the Treasury, and the President's Advisory Council on Financial Literacy.  The leaders... Read More

Compare Annuities & Brokers with FINRA's Expanded BrokerCheck

The Financial Industry Regulatory Authority (FINRA) released a news story titled "FINRA Wins Okay for Major Expansion of BrokerCheck, Will Permanently Disclose Disciplinary Actions Against Former Brokers."  The SEC approval of FINRA having a permanent record of any broker misdeeds really helps investors get the best protection.  The previous system absolved a broker's record two years after they left the securities industry, making it no longer available to the public or under FINRA's... Read More - Prefooter


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