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The Advisor’s Guide to Annuities, 5th Edition

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2830005B

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Written in plain English, the latest updated and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities.

Written in plain English, the latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients’ financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities.

This comprehensive, single-volume guide supplies:

  • Clear and concise descriptions of every type of annuity
  • In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries
  • Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies
  • Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients

Highlights of the 5th Edition:

  • Detailed discussion of qualified vs. nonqualified annuities
  • Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or “longevity annuities” and QLACs
  • In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers
  • Advice and analysis of the impact of partial withdrawals
  • Updated tax info, including info on QLACs - New material on “managed volatility” indices used in indexed annuities
  • New ways to use variable annuities as an investment vehicle, including new “fee only” variable annuities that can be sold under the Fiduciary Rule.

Written by two of the foremost experts in this field, The Advisor’s Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities—and avoid complications—in this active and ever-changing area.

Additional Information
SKU 2830005B
Publication Date March 26, 2017
ISBN 978-1-945424-53-3
Page Count 350
Author John L. Olsen, CLU®, ChFC®, AEP® and Michael E. Kitces, MSFS, MTAX, CFP®, CLU®
Edition 5
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John L. Olsen, CLU, ChFC, AEP

John L. Olsen, CLU, ChFC, AEP is a financial and estate planner practicing in St. Louis County, MO. John has been involved in the financial services industry since 1973. In addition to providing insurance and estate planning services to his own clients, John works with other advisors on advanced cases and product selection. In 2016, John established Olsen Annuity Education, a fee-only firm offering education, training, consulting services, and expert witness services relating to annuities.

John is a past president of the St. Louis chapter of the National Association of Insurance and Financial Advisors, past president of and the Estate Planning Council of St. Louis a former Board member of the St. Louis chapter of the Society of Financial Services Professionals, and a member of the Editorial Advisory Board of Tax Facts. He is a highly sought-after speaker, having given presentations on financial, insurance, retirement, and estate planning and other topics to many industry groups. John can be reached at:

      Olsen Annuity Education
      www.olsenannuityeducation.com
      131 Hollywood Lane
      Kirkwood, MO 63122
      (314) 909-8818
      [email protected]

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland. In addition he is the co-founder of the XY Planning Network and New Planner Recruiting, the former practitioner editor of the Journal of Finanical Planning, the host of the Financial Advisor Success podcast, and the publisher of the leading finanical planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning.

Michael is extremely active at both the local and national level in the financial planning profession, serving on numerous boards and task forces. He is also a member of the Editorial Review Board for the Journal of Financial Planning, a commentator on retirement distribution and retirement planning issues for Leimberg Information Services Inc., and a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession. For his active work in the profession, Michael was one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an“Influencer,”a“Mover & Shaker,” and a “Rising Star in Wealth Management” by industry publications.

Michael welcomes your questions, comments, or inquiries at:

      Attn: Michael Kitces
      PO Box 2231Reston, VA 20195 (703) 375-9478
      [email protected]