Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
DOL Fiduciary Rule Halted by Texas Court
By Melanie WaddellThe delay of the Sept. 23 effective date kicks off a "long litigation journey," an ERISA lawyer says.
July 24, 2024
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor SaysThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 22, 2024
Which Strategy Wins the Retirement Spending 'Smackdown'?David Blanchett and Michael Finke weigh the benefits and pitfalls of several approaches. Which will emerge victorious?
July 22, 2024
5 Things Biden's Election Exit Means for Life and AnnuitiesKamala Harris's years as an official in California could soon have a bigger effect on what goes on in Washington.
July 22, 2024
American National Adds Annuity Investment Option for a Tough WorldThe company says its new national security tech stock index could benefit from the trend toward deglobalization.
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.