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- DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay - InvestmentNews
published on Thu, 10 Aug 2017 18:30:13 GMT
InvestmentNewsDOL fiduciary rule: Indexed, variable annuities big winners of a proposed delayInvestmentNewsIndexed and variable annuities are the biggest winners of the Department of Labor's recently telegraphed fiduciary rule delay. Sales of the products, especially indexed annuities, would arguably have been the most adversely impacted under the original ...DOL Seeks 18-Month Delay of Fiduciary RuleInsurance News Netall 103 news articles »
- Figuring out taxes on variable annuity withdrawals - Chicago Tribune
published on Wed, 09 Aug 2017 21:45:08 GMT
Figuring out taxes on variable annuity withdrawalsChicago TribuneQ: I invested $150,000 in a variable annuity about 15 years ago and haven't taken any withdrawals yet. Now that I'm in my late sixties, I'd like to start tapping the account, which is now worth about $210,000. How will the withdrawals be taxed? A ...and more »
- Here's What to Expect if You Sell Annuities - Insurance News Net
published on Thu, 17 Aug 2017 15:33:45 GMT
Insurance News NetHere's What to Expect if You Sell AnnuitiesInsurance News NetOver the next three years, retail life and annuity agents and financial advisors can expect simpler annuity structures, more fee-based annuities and fewer riders and income guarantees in product rollouts, a consultant said Wednesday. The days when ...
- Brighthouse Flicks On The Switch - Insurance News Net
published on Wed, 16 Aug 2017 18:17:25 GMT
Brighthouse Flicks On The SwitchInsurance News NetThey include a business mix that is heavy on variable annuities, no capital return expected until 2020, cash flow sensitivity to capital markets, a life business that is sensitive to runoff interest rates, and below-average return on equity. Net income ...
- Quality and Performance Drive Choice in Variable Annuities - WealthManagement.com
published on Mon, 31 Jul 2017 13:25:55 GMT
Quality and Performance Drive Choice in Variable AnnuitiesWealthManagement.comWhen evaluating variable annuities for clients, advisors focus on the rating and reputation of the issuing insurance company. This approach was consistent across all industry channels, and regardless of how often advisors use variable annuities ...
- Read This Before You Get an Annuity - Madison.com
published on Sun, 13 Aug 2017 20:24:18 GMT
Madison.comRead This Before You Get an AnnuityMadison.comThere are lots of different kinds of annuities: immediate vs. deferred (paying you immediately vs. starting at some point when you're older), fixed vs. variable (certain payouts vs. payouts tied to the performance of the market or part of the market ...and more »
- How to Calculate the Tax Bill on Withdrawals from Variable Annuities - Nasdaq
published on Wed, 26 Jul 2017 12:57:52 GMT
NasdaqHow to Calculate the Tax Bill on Withdrawals from Variable AnnuitiesNasdaqVariable annuities aren't taxed until you withdraw the money. The amount that will be taxed depends on the way you made your initial investment and the way you take withdrawals. If all of the money you invested was pretax or tax-deductible (for example ...
- Jackson National Pivots to Profit - Insurance News Net
published on Fri, 11 Aug 2017 17:55:31 GMT
Jackson National Pivots to ProfitInsurance News NetJackson National Life Insurance, seller of the popular Elite Access and Perspective family of variable annuities, reported first half net income of $310 million, compared with a loss of $446 million in the year-ago period. Pretax operating income rose ...
- Decode Annuities To Find the Best Fit - Kiplinger - Kiplinger Personal Finance
published on Wed, 09 Aug 2017 20:44:18 GMT
Kiplinger Personal FinanceDecode Annuities To Find the Best Fit - KiplingerKiplinger Personal FinanceA stream of guaranteed income from an annuity can provide peace of mind that essential expenses will be covered if you live well into your eighties or nineties.and more »
- DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents - InvestmentNews
published on Mon, 24 Jul 2017 19:27:44 GMT
InvestmentNewsDOL fiduciary rule causing DC-plan record keepers to change business with insurance agentsInvestmentNewsAs of July 1, Principal is only accepting new sales of group variable annuities ? a type of DC-plan funding vehicle ? that are made as a securities-licensed adviser of a broker-dealer or RIA, or if agents "have a non-fiduciary (education only) fee ...