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  1. Underfunded Pensions: Tackling an ‘Invisible’ Crisis

    Headlines

    Thu, 29 Jan 2015

    options such as deferred annuity plans, pooled defined contributions ..... plans,” and “deferred annuity plans.” In the first model ..... workers retire, they receive an annuity that is a function of how ..... would promise to pay deferred annuities . An Invisible Problem In her

  2. TIAA Traditional interest payments lower than advertised.

    Commentary

    Thu, 29 Jan 2015

    don't tell you that. I've confronted TIAA on this and eventually got a brochure titled "Calculating Your TIAA Traditional Annuity Earnings" - which is not available online anywhere. It admits that they use the quoted interest rates as if they were "effective

  3. REIT index + High Dividend Yield index for income

    Commentary

    Thu, 29 Jan 2015

    receives a decent pension from the Florida Retirement System. Some advantages: - doesn't tie up the principal in an immediate annuity . - provides around 3.25% dividend yield which should keep pace with inflation, unlike a bond fund. - opportunity for

  4. Currency Headwind Doesn’t Prevent ACE from Reporting Continued Strong Margins and ROE

    Commentary

    Tue, 27 Jan 2015

    compared to an average trailing eight-quarter net gain of $60 million, was from derivative accounting related to variable annuity insurance. On the more sustainable net investment income side, the company reported record net investment income of $577

  5. Barron's Article: Deferred Annuities

    Commentary

    Sun, 25 Jan 2015

    online.barrons.com/articles/ annuity -novelties-1417222881 The article covers the advantages of using a deferred annuity for reducing required minimum distributions ..... REITs. Some might choose to defer all annuity payments way past their lifetimes, virtually

  6. Retirees: Are You Spending Too Much?

    Headlines

    Sun, 25 Jan 2015

    Subtract from that amount any nonportfolio income that you're receiving in retirement: Social Security, pension, rental, or annuity income, to name a few key examples. The amount that you're left over with is the amount of income you'll need to draw

  7. Form 5498 for rollover from IRA into TIAA-CREF RA ?

    Commentary

    Fri, 23 Jan 2015

    in 2014. I just got an email from TIAA-CREF saying my tax forms were available online; I found a 1099-R for lifetime annuity income, but no 5498 for the rollover. This wouldn't disturb me so much, since 5498s are technically not due until May

  8. Real Estate’s Bum Rap

    Headlines

    Fri, 23 Jan 2015

    also another reason they don’t often show up there, since most financial vehicles are sold, not bought. Mutual funds, annuities and cash value insurance pay much higher commissions to sales reps than exchange-traded REITs. Wall Street solved that

  9. Keep More Retirement Income

    Headlines

    Thu, 22 Jan 2015

    health savings accounts . 6. Annuity income Annuitized income (i.e., annuities purchased with taxable assets ..... purchase an immediate income annuity at a relatively late age ..... computation of taxation on annuity income can be complex, with

  10. TIAA Trad. Annuity Payout -- Decision about when to begin distributions

    Commentary

    Wed, 21 Jan 2015

    traditional account and entire Real Estate account to a Traditional annuity . The total amount is 780K and I am being quoted 3905/month ..... in any case. 2. If interest rates rise over time, is my annuity payout affected? That is, does the payout rise with interest

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