Modern annuities address longevity risk, market volatility, inflation, liquidity needs, and legacy planning, helping retirees ...
Fixed index annuities provide market-linked growth for your money and protect your principal. But returns are capped, and fees can be significant. A fixed annuity could provide partial protection ...
Most advisors are familiar with fixed index annuities and have used them in their client portfolios Annuity contracts have become an increasingly consistent part of financial advisors’ client ...
Adam B. Frankel is a personal finance writer and financial adviser with over 30 years of experience. When he’s not managing money in the stock market, he teaches financial topics and other core ...
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 ...
There’s a lot of noise out there about annuities, and the issues making the most noise revolve around market uncertainty and an evolving interest rate environment. Kelly Kleinsasser Advising clients ...
In an increasingly uncertain market, investors are looking for solutions that offer both growth potential and downside protection. Registered Index-Linked Annuities (RILAs) are emerging as a flexible ...
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 ...
In addition to being a key resource for the industry, Sheryl Moore has worked closely with the media as a fact-checking resource on life insurance and annuities, and she spent five years correcting ...
Earlier this year Nasdaq Global Indexes partnered with Wealth Management IQ to survey over 400 financial advisors to gauge prioritization of income in their portfolios and understand the types of ...
We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...