Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
COVID-19 Creeps Toward Life Insurance Tax Accounting
By Allison BellFor life insurance purposes, actuaries are assuming that the picture for some could still be gray.
September 27, 2024
Moshe Milevsky: What Investors Did Better 300 Years AgoThe professor discusses helping clients pick an annuity, why RIAs aren't embracing annuities and a little financial history.
September 26, 2024
Researchers Put Americans' Retirement Literacy to the Test. The Results Weren't Pretty.Average scores on a retirement income literacy quiz were disappointingly low, but those with advisors did somewhat better.
September 26, 2024
Sen. Warren Lists 29 Life, Health and Annuity Sales IncentivesShe doesn't like the incentives, but you might.
September 25, 2024
U.S. Annuity Issuers Have a Firm Grip on the Assets: S&P GlobalOne challenge is that their recent growth has been just too good.
September 25, 2024
How New IRS Annuity Rules Could Cause ConfusionAn insurer group worries about how RMDs will change for people who annuitize just some of their assets.
September 25, 2024
The Tax Cuts and Jobs Act Could SunsetMaybe you know that. Do your clients know that?
September 24, 2024
Strong Stock Market Pushes Up Annuity AssetsOverall growth was slower than for the total retirement asset pie, according to new ICI figures.