In The News

Stories, news and information on all things retirement.

2021

• The Street: Making the Switch: How to Go from Growth to Income
  January 4, 2021
  1883709 (Exp. 06.16.2021)

2020

• CNBC: Rising costs, less in savings: How the pandemic is slamming the ‘sandwich generation’
  November 27, 2020
  1880656 (Exp. 12.09.2022)
• Investments & Wealth Institute: Understanding the True Cost of Health Care in Retirement
  November 1, 2020
  1860168 (Exp. 12.21.2022)
• Investment News: Why ROI is the wrong metric for guaranteed income
  September 3, 2020
  186773 (Exp. 08.21.2022)
• Life Health: Managing The ‘Sequence of Returns Risk'
  August 25, 2020
  1866299 (Exp. 09.11.2021)
• ThinkAdvisor: 3 Things to Ask About Annuities Amid the COVID-19 Pandemic
  August 24, 2020
  1861312
• Fund Intelligence: Annuity providers trade ranks after market upheaval
  June 2, 2020
  1860463 (Exp 06.25,2021)
• Investment News: SECURE Act creates wrinkle for annuities in inherited IRAs
  May 15, 2020
  1857558 (Exp. 06.01.2022)
• Money.com: Annuities Offer Retirees Peace of Mind in Choppy Markets. But They Come at a Cost
  May 15, 2020
  1859981 (Exp. 06.26.2021)
• Life Annuity Specialist: Buyers May Seek More Exotic Annuity Indexes as Stocks Flounder
  April 28, 2020
  1858093 (Exp. 06.05.2021)
• Forbes: How The SECURE Act Impacts Annuities In 401(k)s And What Still Needs To Be Done
  April 23, 2020
  1855229 (Exp. 05.08.2022)
• Investment News: Managing risk in retirement: Lessons from COVID-19
  April 21, 2020
  1851609 (Exp. 04.10.2021)
• Plan Sponsor: A Changed Perspective
  April 21, 2020
  1853110 (Exp. 06.19.2022)
• Insurance News Net: Annuities Help Clients Shed Their Risk Fears
  April 1, 2020
  1851221 (Exp. 04.16.2022)
• Financial Planning: Is the coronavirus crisis the right time to talk to clients about annuities?
  April 15, 2020
  1859984 (Exp. 06.11.2022)
• Financial Advisor: 2019 Annuity Sales Hit Highest Level Since '08
  March 17, 2020
  1859985 (Exp. 06.11.2022)

• 2019

  • ThinkAdvisor: What the ‘Father of 401(k)s’ Thinks of the Secure Act
    December 23, 2019
    1842700 (Exp. 01.22.2022)
  • Investment News: Timing matters when it comes to managing sequence-of-returns risk
    December 6, 2019
    1818572 (Exp. 06.07.2021)
  • Fund Intelligence: A not so SECURE future for annuities growth?
    November 19, 2019
    1839890 (Exp. 12.27.2021)
  • Retirement Income Journal: How to Choose an Annuity Issuer
    November 7, 2019
    1838661 (Exp. 12.11.2021)
  • Kiplinger: How to Reduce Taxable RMDs and Improve Your Retirement Income Plan at the Same Time
    November 4, 2019
    1837460 (Exp. 1.1.2021)
  • Financial Advisor: Activating An Annuity’s Income
    September 1, 2019
    1831598 (Exp. 10.1.2021)
  • Barron’s: The Top 100 Annuities—and How to Choose the Best for You
    July 19, 2019
    1825960 (Exp. 8.14.2021)
  • Investment News: Lessons for those 'graduating' to retirement
    June 13, 2019
    1818572 (Exp. 06.07.2021)
  • New York Times: How to Dodge a Market Dip That Threatens Your Retirement
    January 7, 2019
    1802362 (Exp. 01.18.2021)

  • 2018

  • Investments & Wealth Institute: Why Are Retirees Not Spending More?
    July/August 2018
    1761858 (Exp. 06.12.2021)
  • Forbes: Bonds Or Annuities: What's The Best Way To Generate Retirement Income?
    July 16, 2018
    1782992 Exp. 06.16.2021)

  SMRU1813994 (Exp. 02/14/2022)