Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
IRS Proposes Annuity Exchange Regs
By Staff WriterThe Internal Revenue Service wants to change the tax treatment of trades of property for annuities.The proposed regulations, "Exchanges of Property for an Annuity," apply ...
October 15, 2006
Looking At The Value Of AnnuitizationA seminar here on retirement in America looked at questions that many consumers are starting to ask as they consider their own retirement and then ...
October 15, 2006
When The Taxman Gets His MoneyThere are many are great reasons to purchase deferred and immediate annuities, including tax deferral and the exclusion ratio. Still, the tax bill eventually comes ...
October 15, 2006
What Is Behind All Those VA Guarantees?One of the issues that nag at variable annuity advisors and distributors concerns the strength of the new guarantees, including living benefit guarantees, which are ...
October 15, 2006
What Is Behind All Those VA Guarantees?One of the issues that nag at variable annuity advisors and distributors concerns the strength of the new guarantees, including living benefit guarantees, which are ...
October 15, 2006
Broker-Dealers: Worth WatchingBroker-dealers remain a small part of the fixed annuity market, but they are a distribution channel that bears watching.In the 2nd quarter of 2006, B-D ...
October 15, 2006
Looking At The Value Of AnnuitizationA seminar here on retirement in America looked at questions that many consumers are starting to ask as they consider their own retirement and then ...
October 15, 2006
'You Can't Cheat An Honest Man' Applies To VAs, TooOne of our favorite movies is the 1939 classic, "You Can't Cheat an Honest Man."Written by and starring W.C. Fields in one of his signature ...