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The Insured Retirement Institute's mission is to provide financial advisors and other interested parties with information and resources to assist in a better understanding of annuities and the role of these products in financial retirement planning. One very important resource are the articles in the financial and consumer press.

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Press Room Archives for 2006  

Top Reasons To Hold Annuities in Qualified Plans or IRAs

As baby boomers approach retirement and begin tapping into their 401(k)s and other qualified plans, many will face the dilemma of how to best utilize and manage these assets. A study released today by the National Association for Variable Annuities (NAVA), provides a new perspective on this challenge by assessing the value annuities provide when held in qualified plans (i.e., 401(k), 403(b), Keogh) or IRAs, or when used to re-invest assets rolled-over from 401(k) plans.

NAVA Reports Q4 2005 Variable Annuity Data

The National Association for Variable Annuities (NAVA) announced today fourth quarter results for the variable annuity industry. The combined net assets of U.S. variable annuities increased 2.3 percent to $1.20 trillion at the end of the fourth quarter, as compared with the end of the third quarter of 2005. Net assets increased by 7.0 percent relative to the end of 2004.


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