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  1. Reasons Retirees Avoid Annuities

    Vanguard's John Ameriks says annuities carry much value, but real-world issues and other disincentives make the products undesirable for many retirees.

  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. 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.

  2. 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.

  3. 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.

  4. Annuities and Taxes, Pt. 1: Contract Payments

    The Tax Facts Online experts break down what an annuity contract is and what general rules govern the income taxation of payments received under annuity contracts.

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