Are IOVAs the Future of Variable Annuities?
While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
This Is the Basic Tax Rule for Annuity Payments
Tax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
6 Top House Annuity Bills
While President Donald Trump pushes for a major tax reform proposal, Congress is considering 45 bills that refer to annuities.
3 Lessons Prince Left Agents and Advisors
The Rock and Roll Hall of Famer died a year ago, without a will.
DOL Fiduciary Rule Hurts Now, Annuity Community Says
Blake Woodard, a life agent, writes in to remind the DOL that Bernie Madoff was a fiduciary.
What Are Gift Tax Issues With Annuities?
Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?
Advisor Group Grabs Cetera’s Chief Legal Officer, Appoints New CFO
McKenna's general counsel and chief legal officer role is a new position designed to align risk and legal approach in the new fiduciary era.
Trust Company of America Launches ETF Trading Platform: Portfolio Products
In other product news, JPMorgan Municipal Income Fund receives “Socially Conscious” designation from Morningstar.
Navigating the Maze of Variable Annuities
Tax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
What Are Taxes on a Lump Sum Payout of an Annuity?
Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.