Taxes

Breaking-Down the Annuity Expense Criticism

Coverage of annuities by the broader financial media tends to be negative, with much of the criticism focused on annuity expenses.

The criticism is typically accompanied by a blue-sky investing scenario that makes the case for annuities that much less compelling.  The theoretical retail...

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Why Even Bother with Self-Service Investing During Retirement

I have a huge amount of sympathy for many of the people who are recently retired or close to retirement.

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Demographics and Longevity Risk

The CFA Institute recently published an interview with Amlan Roy in the March/April issue of CFA Magazine. Amlan Roy is the head of global demographics and pension research at Credit Suisse in London.

Glenn Daily on Buying Annuities and Why it Might Make Sense to Wait

Glenn Daily is one of the top financial advisors in the country. 

Specializing in life insurance and annuities, Glenn is widely...

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Sequence of Returns Risk Report

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