Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
401(k) Investors With Annuities Are Less Likely to Trade
By David BlanchettMy recent research has uncovered some interesting ways the peace of mind afforded by guaranteed income can play out.
March 31, 2022
1035 Exchange Rules: An OverviewA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
March 31, 2022
Brokers International's Mark Williams on the Annuity Market Force to WatchThe Department of Labor's sales standards were here, then they weren't. Now they're back.
March 31, 2022
Wade Pfau: TIPS and Annuities Good Bets When Inflation Is HighChanging the Social Security COLA index to CPI-E from CPI-W, the professor says, is "not a pressing need."
March 30, 2022
Bill That Could Boost Lifetime Annuity Use Sails Through HouseH.R. 2954 would also help life insurers put ETFs on variable annuity fund menus.
March 29, 2022
House Panel to Consider Bill That Might Make Hot Annuities HotterH.R. 4865 could cut the cost of offering registered index-linked annuities.
March 29, 2022
5 Ways Inflation Could Reshape AnnuitiesA look back to the 1970s could offer some clues about annuity innovation if inflation continues.
March 29, 2022
Guardian Adds an Indexed AnnuityJackson, Pacific Life and Annexus also have annuity news.