Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Should These Clients Buy an Annuity? Two Case Studies
By Roger WohlnerWhile not a fit for all clients, annuities can help address several common retirement planning concerns.
June 16, 2025
Athene Holding, Biggest U.S. Individual Annuity Seller, Names CEOGrant Kvalheim is set to take the reins from Jim Belardi, a company co-founder, on July 1.
June 13, 2025
Top 12 States for Staying AliveIn some states, the odds of dying are almost twice as high as in other states.
June 12, 2025
Variable Annuities Could Soon Be Hot Again: GoldmanProduct designers also like RILAs, but they're cool toward crypto annuities.
June 11, 2025
IRAs Could Soon Help Pay for Long-Term Care InsuranceLife insurers want the IRS to issue the regs they need to implement a Secure 2.0 provision.
June 11, 2025
Group Fears IRS Could Change the Time When Annuities Are TaxedThe Committee of Annuity Insurers has a bad feeling about an item on the agency's to-do list.
June 09, 2025
Analysts Peer Inside Minds of RILA OwnersThey found suprising behavior differences between RILA holders and those with other types of annuities.
June 06, 2025
This Annuity Feature Would Help Clients Manage a Health ShockThree economists have dreamed up a rider that would offer higher payouts when the client suffers a health catastrophe.