Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Are you ahead, or behind ...

How about a nice, secure lifelong income? In fact, lifetime annuities may be an unexamined solution for the dilemma millions of Americans face today. The problem is this: Like it or not, you and I ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

A common fear among retirees is running out of money. Though inflation isn't as high as it was in previous years, the cost of living is considerably higher today than it was just five years ago, and ...

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US annuity sales exceeded $105 billion in the first quarter of 2025, according to preliminary data from Limra, maintaining momentum for a sixth straight quarter despite falling slightly short of last ...

It is important for aging persons to understand annuities. Keystone Elder Law P.C. does not act as a financial adviser or investment manager. Learn more about the article’s author, and other community ...

Allowing individuals to retain a larger share of their corpus will give them the freedom to design retirement income ...

An annuity is a financial product designed to provide regular payments to an individual over a specified period. These are usually sold by insurance companies and can be purchased with a lump sum or a ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...