Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Does a Charitable Trust Make Sense for Your Client?
By Roger WohlnerSecure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 28, 2022
All the New Secure 2.0 and RILA Deadlines You Need to KnowThe IRS, SEC and DOL now have dozens of new RMD, IRA, annuity and defined contribution plan projects to start.
December 27, 2022
7 Retirement Income Predictions for 2023It's likely to be a key year for retirement income innovation, and not just because of Secure Act 2.0.
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.