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  1. MDO (holding TIAA TRADITIONAL) Options

    Commentary

    Tue, 16 Dec 2014

    4) Can a PORTION of the WHOLE MDO MDO be taken subsequently years later as an annuity ? OR (4) Would the WHOLE MDO have to be taken as annuity if the annuity is instituted subsequently years later? OR (5) Are there any other MDO options

  2. IRS and DOL Guidance on Income- Annuities within 401k

    Commentary

    Fri, 12 Dec 2014

    issued guidance for allowing income- annuities within 401k [most 403b already do ..... changes in the laws on deferred-income annuities within all kinds of retirement plans ..... do apply]. Basically, the income- annuities within 401k, immediate or deferred

  3. UPDATE 2-UK watchdog tightens sales rules for annuity pensions

    Headlines

    Thu, 11 Dec 2014

    * Pensions expert Ros Altmann says plans not enough (Recasts, adds quote, background, bullet point)

  4. UK watchdog tightens sales rules for annuity pensions

    Headlines

    Thu, 11 Dec 2014

    LONDON, Dec 11 (Reuters) - Insurance companies will have to follow stricter rules on how they sell annuity pensions to ensure people are getting the best deal for their retirement income, Britain's...

  5. Fidelity Sturcture Products

    Commentary

    Tue, 9 Dec 2014

    have no experience in them, but they look useful. The seem to be something like a cross between a CD, a bond, and an index annuity . Creating a ladder of these seems as if it could be a positive strategy. Do others have experience or advice they could share

  6. Lend Lease Will Find Long-Term Challenges From Rising Competition and Interest Rates

    Commentary

    Tue, 9 Dec 2014

    as the operation of 66 retirement villages. We remain attracted to the firm's funds management platform as fee income is annuity -style. However, with Lend Lease trading about 20% above our fair value estimate we see better value elsewhere in the diversified

  7. Partnership Assurance signs 206 mln stg bulk annuity deal

    Headlines

    Mon, 8 Dec 2014

    LONDON, Dec 8 (Reuters) - Partnership Assurance Group on Monday said it had agreed a 206 million pound ($320.52 million) medically underwritten bulk annuity transaction with a pension scheme, the largest ever in the UK.

  8. Letter from former University

    Commentary

    Thu, 4 Dec 2014

    I would not be surprised to see Vanguard using TIAA-CREF annuities for it's participants and TIAA-CREF using Vangards cheap ..... University was a founding member of the Teachers Insurance and Annuity Association of America (TIAA) in 1918. Later, in 1952

  9. SPIA vs. Portfolio of Preferred Stock

    Commentary

    Thu, 4 Dec 2014

    month (per Fidelity’s online annuity calculator). The insurance ..... this as a 6.6% rate immediate annuity , which they calculate by dividing ..... term return rates used by life annuities , the life annuity benefit would grow to around

  10. From Barron’s, December 1, 2014 (Part 1)

    Commentary

    Sat, 29 Nov 2014

    Management ; longevity and trusts [staggered payout dates; Q-TIPs; just giving more while living]; new deferred-income annuities [longevity insurance] from tax-deferred assets; new and existing condo sales contracts. All PENTA stories seem open

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