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When An Annuity Makes Sense

For those approaching retirement, there are few things more unsettling than a volatile stock market. With the recent wild market swings, conversations between investors and advisors often revolve around protection options, reducing risk and establishing a guaranteed source of income. Because many investors experienced double-digit …

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ACLI Opinions On Longevity Annuity Regulations

The American Council of Life Insurers’ Jim Szostek testified before the U.S. Department of the Treasury and the IRS regarding longevity annuities.  He said that the ACLI is thrilled with the government’s changes to annuities in order to make them easier for Americans to purchase.  …

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Talk to Annuity Expert for Best Advice, Even in 80’s

I’m really disappointed in something I recently read in the Daily Local News out of Lancaster, Pennsylvania.  In a question and answer column with columnist Bruce Williams, someone wrote in asking whether annuities would be a good idea to help them finance their remaining retirement.  …

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Tax Breaks with Advanced Life Deferred Annuities (ALDAs)

The Department of Treasury recently made it much easier for people to buy long-dated deferred income annuities, which are also known as longevity insurance or advanced life deferred annuities (ALDAs). The new regulations mean, for instance, that if you use tax-deferred assets to buy an …

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