Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Will Annuity Capital Sidecars Keep Rolling?
By Allison BellMarket volatility could scare away the investors who fuel the sidecars or make them more confident.
May 13, 2025
House Tax Package Could Allow for FSA-to-HSA RolloversThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 12, 2025
Money Worries Mean Most Americans Don’t Want to Live to 100The number of centenarians will quadruple by 2054. For many, that’s a scary financial proposition.
May 08, 2025
Fierce Annuity Competition Pushes Issuers to Stand OutEllen Cooper, Lincoln Financial's CEO, likes the idea of planting the product seeds inside walled gardens.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 06, 2025
Corebridge CEO: Annuity Market Pricing Is Still RationalKevin Hogan also talked about advisor moves to court customers who are still "in plan."
May 05, 2025
Annuity Issuers Ask Congress to Change the Tax Rules for Their BondsThe Secure Family Futures Act could make annuities simpler and cheaper for annuity issuers to offer.
May 02, 2025
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO WarnsThe private credit market is not the only fixed income market that looks thick to Marc Rowan.