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For many retirees, the struggle isn't having enough money, but confidently spending what they've worked so hard to accumulate.
Center for Economic Justice argued in a comment letter to the NAIC that insurers are incentivized to develop indexed annuities with disingenuous product illustrations.
Individuals without a securities license are increasingly, and unlawfully, soliciting business.
Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end.
The measure allows small employers to band together to offer plans and raises the RMD age. Another provision eases use of annuities in 401(k)s, which critics say goes too far
Market gyrations put a dent in quarterly VA sales.
Edward Jones is an outlier among its peers, experts say.
Effort off to fast start with bipartisan House support, but skeptics questions annuities provision.
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work.
Bucketed investing gives retirees an intuitive understanding of their finances, but administering this approach can be time-consuming for advisers.
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