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  1. 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.

  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 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.

  4. Managing the Risk of Outliving Your Assets

    Morningstar retirement expert David Blanchett covers the pros and cons associated with the key longevity insurance products.

  1. 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.

  2. Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

    "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.

  3. Deferred, Indexed Annuities Strong Despite Overall Drop in Sales: LIMRA

    Annuity sales over all were down for the last quarter of 2012, but LIMRA found deferred and indexed annuities were among the most successful classes.

  4. Mass Affluent Open to Learning about Annuities, Tax-Advantaged Products

    Men and women 35 - 64 with income of $150,000 - $249,000 may represent the ripest sales opportunities for advisors, according to poll by Nationwide Financial.

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