Annuity

  1. Divorce and Annuities: What Clients Need to Know

    Divorce can be the most financially devastating event in a person’s life. Here’s ...
  2. How a Death Benefit in a Variable Annuity Works

    A look at how the death benefit in a variable annuity works.
  3. Estate Planning: 16 Things Prince (and You) Should ...

    The must-do list Prince and his advisors should have completed to avoid leaving his ...
  4. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's ...
  5. DIY Annuities: What You Need to Know

    Annuities are attractive because they can give you a stream of income, but they can ...
  6. Some Annuities Lose Fiduciary Rule Exemption

    Fixed-indexed annuities have lost an exemption under the final fiduciary rule, a ...
  1. Pairing Annuities and Target Date Funds: Top ...

    The Treasury and the IRS have issued new guidance on pairing annuities with target ...
  2. Prudential Financial's Profits Run on this Product

    Expansion into global markets while focussing on tried and true policies at home ...
  3. Biggest Life Insurance Companies in the US (PRU, ...

    Read about the top life insurance companies in the United States as measured by written ...
  4. How Retirees Should Prepare for a Rate Hike (VBMFX, ...

    Janet Yellen has indicated that there will likely be a rate hike later this year. ...
  5. How MetLife Became a Global Insurance Giant

    MetLife is the largest life insurer in the United States. Here's how it has managed ...
  6. Are Longevity Annuities in 401(k)s a Good Idea?

    An in depth look at the arrival of longevity annuities in 401(k)s and IRAs.
  1. The Finances of (Actual) Retirement

    Now that you’re retired for real, what should you do with your 401(k) and other funds ...
  2. Become Your Own Financial Advisor

    If you have some financial know-how, you don’t have to hire someone to advise you ...
  3. Analyzing The Best Retirement Plans And Investment ...

    Understanding the various retirement investments - from annuities to 401(k)s and ...
  4. Introduction To Annuities

    Everything you need to know about annuities.
  1. Can I borrow from my annuity to put a down payment on a house?

    Learn how you can borrow money from an annuity for a house down payment, but also understand why fees and penalties make ...
  2. What is a tax-free 1035 Exchange?

    A Section 1035 Exchange refers to the replacement of an annuity or life insurance policy for a new one without incurring ...
  3. How are life insurance proceeds taxed?

    Generally, life insurance death benefits that are paid out to a beneficiary in lump sum are not included as income to the ...
  4. Where else can I save for retirement after I max out my Roth IRA?

    The first option to explore is to determine if you can contribute to a 401(k), 403(b), or 457 plan at work. If your employer ...
Hot Definitions
  1. Goldilocks Economy

    An economy that is not so hot that it causes inflation, and not so cold that it causes a recession. This term is used to ...
  2. White Squire

    Very similar to a "white knight", but instead of purchasing a majority interest, the squire purchases a lesser interest in ...
  3. MACD Technical Indicator

    Moving Average Convergence Divergence (or MACD) is a trend-following momentum indicator that shows the relationship between ...
  4. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  5. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  6. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
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