Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
IRS Tackles Inflation Reduction Act Share Buyback Rules
By Allison BellThe agency is also asking about how to implement IRA corporate alternative minimum tax rules.
December 22, 2022
American Equity Rejects Offer From Elliott Investment-Backed InsurerProsperity says that, if it can get more information, it might offer a higher price.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 21, 2022
9 Factors That Drive Annuity Purchase DecisionsAccording to new LIMRA data, what is important to annuity buyers varies significantly based on an investor's age and life stage.
December 20, 2022
NAIC Task Force Adopts Index-Linked Variable Annuity GuidelinesThe industry may finally adopt a standard name for this variable-annuity product.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 20, 2022
4 Ways the Annuity Sales Process Is BrokenA FIDx marketing executive diagnoses the aches and pains.
December 19, 2022
RGA Completes $1.7B Annuity Longevity Swap With Western & SouthernAn RGA exec says the company sees increasing U.S. demand for longevity risk management arrangements.