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Are Annuities the Donald Trump of Retirement Income Planning?

For The Wall Street Journal article, “Why Investors Should Consider Annuities,” Morningstar’s David Blanchett looked into whether or not annuities are good for personal retirement planning. He likened annuity products to Donald Trump because people tend to love them or hate them, much like the …

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Annuities Can Help Delay and Supplement Social Security

Steve Vernon wrote an article for CBS Moneywatch offering advice on “How to hike your guaranteed lifetime retirement income.” He researched this topic with Wade Pfau and Joe Tomlinson in a study from the Stanford Center for Longevity (SCL) and the Society of Acutaries (SOA). …

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Immediate Annuities Meet A Variety of Needs

Retirement planning expert Walter Updegrave has written multiple books and articles about retirement and investing in our current economic conditions. He recently wrote an article for CNN Money about “How to get guaranteed retirement income for life.” A reader asked about using immediate annuities to …

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How Mortality Credits Make Income Annuities Work

You would be hard pressed to find someone who doesn’t want guaranteed lifetime income. But there are not very many places to find this type of a guarantee. Lucky workers have a pension that will continue to pay them income even after they are no …

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