Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
What Clients Really Ask Accountants About Annuities
By Allison BellThe classics, like tax benefits or income deferral, never go out of style.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 20, 2024
Senate Nears Vote on Bill to Curb Contentious Social Security RulesA vote could come as early as Friday afternoon on the House-passed Social Security Fairness Act.
December 18, 2024
IRS Pushes Back Deadlines in Proposed RMD RegsThe move may affect some future Secure 2.0-related changes involving individual retirement annuities and other arrangements.
December 17, 2024
What's Ahead for Annuities in 2025Certain annuities could be "a great option" to avoid anxiety and market timing, says Principal Financial's Sri Reddy.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.