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  1. Pension Lump Sum or Annuity: 5 Swing Factors

    Morningstar's Christine Benz highlights key considerations in the decision to annuitize a pension or take a lump-sum payout.

  2. Five Questions to Ask Before Purchasing an Annuity

    Christine Benz says investors should consider the annuity type, other tax-sheltered vehicles, liquidity needs, and fees.

  3. How Annuities Fit in an IRA

    If you actually buy an annuity inside your IRA or Roth IRA, a whole new set of minimum distribution rules applies to that annuity, says noted retirement planner Natalie Choate.

  4. How to Survey the Changing Annuity Landscape

    Market trends have altered the benefits of several annuity products, and Morningstar's Kevin Loffredi examines what retirees should know before investing in these vehicles.

  1. Annuity Data: Inflows Slide in 2012

    The amount of money flowing into annuities declined last year more than 6% from prior-year levels, according to a report from the Depository Trust & Clearing Corp.

  2. Deferred Income Annuity Sales Reach $1 Billion; Overall Annuity Market Falls

    Sales of deferred income annuities grew to more than $1 billion in 2012. But they are still a minor portion of the overall market, representing less than one percent of total annuity sales.

  3. Lincoln Financial Automates Annuity Applications

    Lincoln Financial Group has selected the FireLight platform to automate and streamline its annuity applications.

  4. 10 Life Insurance and Annuity Trends for 2013

    Consumers may be wary of life and annuity products as they confront more immediate financial concerns, according to the Deloitte Center for Financial Services.

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