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Did You Know?
- That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
- That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
- In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
- In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
- That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?
Consumers
Tools to Assist in Your Retirement Investment Decisions
Trying to get the most out of retirement? Looking to create your own pension? Worried about inflation? Our simple, up-to-date information can lead you to answers. As always, investors are encouraged to seek advice from professionally qualified personnel educated in financial planning.
Recommended by 27 people Variable Annuity Mini-Boom Coming
Time and again I am amazed at the lack of attention advisors give to the issue of portfolio drawdown. I am talking about measures that retirement planners should be enacting to avoid the large, unexpected drops in portfolio values.
Recommended by 53 people IRI CEO Nationally Recognized As Top Association Executive
CEO Update Magazine has selected Insured Retirement Institute (IRI) CEO Cathy Weatherford as one of the nation’s top association executives for 2010. Weatherford joins the ranks of 20 elite leaders that were selected from hundreds of candidates.
Recommended by 65 people One-Year Anniversary of Successful Rebranding
Marking one year since the Insured Retirement Institute (IRI) initiated its extensive and successful rebranding efforts from the old NAVA, the Institute is engaged in a widespread roll out of its Members Only Website to more than 30,000 financial professionals. The online portal – www.myIRIonline.org – offers IRI members exclusive access to the latest industry news, resources, FINRA-cleared, client-approved materials, discounted online continuing education credits, research and more.
Recommended by 63 people Annuities draw new look at time of uncertainty
The controversy over annuities mystifies people like Dennis Defnet. The semiretired businessman and his wife, Karen, have three annuities that pay a total of several thousand dollars a month. The Wisconsin couple take comfort in knowing they have an assured income for life. And those checks allow them to postpone taking Social Security until age 70, when they can get the maximum payments.
Recommended by 96 people Companies Slow to Resume 401(k) Match
Many companies have reduced or suspended their 401(k) match since September 2008. Among the 18 percent of firms that slimmed their 401(k) match, slightly less than half have restored company contributions ...
Recommended by 91 people Pershing President Named to IRI Board of Directors
The Insured Retirement Institute (IRI) today announced that Pershing President and Chief Operating Officer Brian Shea has been named to its Board of Directors. As the leader of one of the nation’s largest and most respected provider of business solutions for introducing broker-dealers and registered investment advisors, Shea’s appointment reinforces IRI’s expanding commitment to serve the entire supply chain of insured retirement strategies.
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