Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Senate Passes RILA Annuity Bill
By Melanie WaddellThe bill would direct the SEC to create a new registration form to replace the "largely inapplicable forms" currently used.
December 05, 2022
Are Advisors Underestimating Their Clients' Retirement Anxiety?A survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."
December 05, 2022
Quiz: Do You Know These Annuity Tax Facts?Only the tax-savviest can ace this test, but all advisors can benefit from the refresher.
December 04, 2022
Immediate Annuity Shoppers Look for 13% More Income: CannexThe increase in the private retirement income target is much larger than the 2023 Social Security COLA.
December 01, 2022
401(k) Plans Are Coming for Your RolloversThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
November 29, 2022
10 Top Annuity Bills of 2022, So FarThe one most relevant to retail advisors, the EARN Act, is still awaiting floor action.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.
November 23, 2022
Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3Fear of market volatility pushed up sales of multi-year guaranteed annuities.