For Advisers: Assessing Risk Tolerance
This has been a year to test everyone. Advisers can help by knowing their clients’ concerns over financial risks.
Recent
Surprise? SECURE Act Drives Interest in Retirement Plan Annuities
The SECURE Act, for better or worse, might change perceptions around annuities.
IRS Continues Hot Streak: Issues Additional Favorable Fee-Based Annuity Rulings
The IRS has issued two private letter rulings (PLRs) dealing with fee-based annuities.
Reaching For Yield In A Zero-Rate Environment
When investors are seeking to maximize income within a portfolio to live on, it;s natural to seek out fixed income securities with higher yields.
Employees Taking a Greater Interest in Specific Benefits
Workers say getting benefits right this year is more important than it was in the past, citing the coronavirus pandemic.
COVID-19 Pushes RILA Growth, Annuity Acceptance, Panel Says
The COVID-19 and related economic trouble hit many near-retirees hard, but the impact might turn positive in the long run for both consumers and annuities.
SECURE Act Signed: Retirement Rules Bend
Some financial advisors worry a few of the changes can hurt savers, but that depends on how you feel about annuities and automatic enrollment.
