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Deferred Annuities Offer Tax Advantages to Consumers

Deferred annuity products can offer tax advantages for people looking to grow their wealth as they head towards retirement. In a recent article for Wealth Management, “The Tax Advantages of Deferred Annuities,” Nationwide Insurance wrote about how some annuities offer consumers important tax advantages. People …

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Income Riders, DIAs, QLACs Create Future Annuity Income Stream

In a recent article for The Street, “4 Paths to Future Annuity Income Guarantees,” Stan Haithcock explained your options for delaying annuity income until a later date. Many people incorrectly assume that all annuities are immediate, when a large number of them actually defer your …

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Two Government Offices Battle Over 401k Annuity Options

Over the past few years, the government has been pushing consumers to use annuity products in their retirement planning. The Treasury Department promoted the use of longevity annuities in 401k plans through new rules back in 2014. Then they made it alright to use target …

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Record-Breaking Quarter for Indexed Annuities, But What’s to Come?

Second quarter annuity sales results were recently released by LIMRA Secure Retirement Institute in their Second Quarter U.S. Annuity Sales survey. Fixed Index annuity products broke sales records during the second quarter. Ironically, last week I blogged about the anticipated 30% decline in fixed indexed …

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