Greg was a reporter for InvestmentNews from 2015 to 2019, covering defined-contribution plans, retirement planning, insurance, taxes and estate planning, before then moving to CNBC as a Personal Finance Reporter. He tweets at: @GregIacurci
Since 2011, their sales growth has eclipsed variable annuities. What's behind their meteoric rise?
Low interest rates could cause many other insurers to follow suit.
A lack of understanding of variable annuities can lead to misperceptions among advisers of how the products function, and among clients as to what they're buying. (Plus: See the top 10 annuity sellers.)
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
A DOL official said the regulatory project around lifetime income projections has stalled due to a split in opinion.
High payout rates and a concrete investment time horizon give longevity annuities a leg up on some investments.
Charitable giving should stem from clients, not just year-end tax-efficiency strategies
Before making a decision, advisers must evaluate what a client wants from alternatives, as well as their capacity for risk and liquidity.
The last review resulted in the establishment of Rule 1.4, which imposes a fiduciary level of care when providing financial planning to clients.
Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.
