Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
January 03, 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older ResidentsThe proposed increase would apply to taxpayers 59 1⁄2 and older.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 30, 2024
S&P 500’s 2024 Rally Shocked ForecastersPessimistic equity strategists have continued to be caught off guard by the market’s twists and turns.
December 30, 2024
Bank Workers Are Leaking Data on Client Accounts as Scams SurgeThe finance industry’s lowest-paid employees are selling sensitive customer information out the back door.
December 30, 2024
Stock Markets to Close Jan. 9 for Carter’s Day of MourningThe bond market will close at 2 p.m. New York time to recognize the 39th president's passing.
December 27, 2024
Social Security Fairness Act Calls for 2024 Back PaymentsThe bill repealing the controversial Windfall Elimination Provision and Government Pension Offset awaits President Biden's signature.
December 26, 2024
Who Will Vote on Fed Policy Next Year?The four new voters are based at regional banks in Boston, St. Louis, Kansas City and Chicago.
December 26, 2024
‘God Bless America’ Fund Tops S&P 500Meanwhile, a Democratic-themed fund is also beating the benchmark thus far in 2024.
December 23, 2024
What the New $1.9T Spending Law Means for Life and Annuity LegislationThe American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.