By openly addressing both the pros and cons, advisors can build trust and empower clients to make decisions that genuinely ...

An annuity provides one of the most secure forms of income in retirement. Unlike a portfolio of investments, this insurance ...

News archive including articles on Fund Managers, Fund Selection, Asset Allocation, Absolute Return, Offshore Investments, Tax Shelters, Insurance bonds. Income in retirement: Drawdown or annuity? | T ...

There are a dizzying array of investment options to choose from when you're planning for your retirement. For investors that ...

One of the biggest mistakes people make when buying an annuity is overlooking the fees. Annuities are often loaded with ...

As part of any retirement planning scenario, you will look at all the options available. Whether this is maintaining a ...

However, the decision to exchange your annuity should not be taken lightly and may even have financial consequences. Unfortunately, it’s not as simple as cashing out and moving on to another savings ...

By Brad Rhodes The nearer you are to retirement, the more pressure you are under to make sure you have a reliable and steady source of income for the remainder of your lifetime. Social Security and ...

In addition to providing guaranteed income, an immediate annuity ... Immediate annuities can be fixed, variable or indexed. With a fixed immediate annuity the interest rate is fixed when the ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...