Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 17, 2024
5 Secrets for Reaching Affluent 'Legacy Leavers'These prospects want to leave money to loved ones, and many expect to inherit more assets soon.
July 17, 2024
Craig Hawley to Run Nationwide's Annuity BusinessHawley started out at Jefferson National. Another company, John Hancock, named an insurance head.
July 16, 2024
New DOL Fiduciary Rule Defies Court Ruling, Insurance Groups ArgueLabor Department officials exaggerate how much authority ERISA gives them, the groups say.
July 16, 2024
There's No Magic Retirement Number for Everyone: Wade PfauRules of thumb are helpful as far as they go, the retirement researcher suggests, but also can mislead.
July 15, 2024
New York Moves to Take Control of Columbian Mutual LifeThe insurer has about 700,000 policies in force, according to Adrienne Harris, the financial services superintendent.
July 12, 2024
Immediate Annuity Income Target Rises 6%The average premium fed into deferred income annuity searches increased 5%, Cannex data found.
July 12, 2024
DOL Fiduciary Rule Mania: What's Happening and Where It's HeadedLawmakers and opponents of the rule are piling on, but lawyers urge advisors to keep pace with compliance.
July 11, 2024
Life Insurers Have $234B in Exposure to ApartmentsMore than 4% of annuity assets might be tied to multifamily housing, according to a new Moody's report.