Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What the New Emergency Retirement-Distribution Draft Guidance Means for Annuities
By Allison BellThe latest IRS draft guidelines includes two new ways for clients to tap their nest eggs under the Secure 2.0 Act.
July 29, 2024
Ameriprise Posts 45% Jump in Variable Annuity SalesDemand rose for variable universal life products that affluent clients can use to build cash value.
July 26, 2024
DOL Fiduciary Rule Halted by Texas CourtThe delay of the Sept. 23 effective date kicks off a "long litigation journey," an ERISA lawyer says.
July 25, 2024
Moving Beyond Life Expectancy Rules of ThumbPart of acting in clients' best interest involves taking life expectancy analysis seriously.
July 25, 2024
Brighthouse Asks Court for Help With Annuity Tied to Murder CaseProsecutors have charged the beneficiary with providing the gun the owner used to kill herself.
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.