When charitable remainder annuity trusts can be worth the risks
With new federal guidance out this month, advisors guiding clients through charitable remainder annuity trusts have been reminded to be ...
Friday, September 11, 2026
Tag: annuity
UBS to pay $1.2M for placing client in annuity, securities-backed loan
UBS has to pay more than $1.2 million to a former client whose lawyer says she saw her life savings ...
Resource Review – 401(k) Annuity Hub (Simplifying Lifetime Income Decisions)
Resource Review – 401(k) Annuity Hub Most advisors aren’t avoiding annuities because they don’t believe in them. They’re avoiding them ...
Unlocking the Annuity Puzzle: Why Canadians avoid what seems to be the perfect retirement vehicle
Financial planner Robb Engen recently tackled this puzzle in his Boomer & Echo blog, “Why Canadians avoid one of retirement’s most misunderstood ...
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