Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
FINRA Warns Against Careless 'Mid-Segment' RILA Withdrawals
By Allison BellAdvisors who recommend taking cash out early must think about the current value, according to a new oversight report.
December 04, 2025
IRS Mentions Annuities in New Trump Baby Account Regulation NoticeOfficials also talked about the kinds of nonbank entities that can act as account trustees.
December 04, 2025
To Replace, or Not to Replace, an AnnuityWhat looks at first like a no-brainer can get complicated fast.
December 03, 2025
The New 'Safe' Retirement Spending Rate? It's Not 4%Morningstar researchers find that retirees can spend a little more freely in 2026, but caution is warranted.
December 01, 2025
5 Insurers That Sold the Most MYGAs in Q3These issuers generated $18 billion in sales by offering firm income guarantees.
December 01, 2025
Bill to Allow Direct 401(k) Rollovers to Annuities Is BackThe act would streamline the complicated 402(f) notice, which requests a distribution from a 401(k) plan.
November 25, 2025
7 Things Clients Do — and Don't — Talk About With Their AdvisorsLincoln Financial found that some retirement savers have shocking holes in their planning.
November 24, 2025
Benefits Law Specialist Calls for All 401(k) Plans to Add AnnuitiesAndrew Stumpff Morrison argues that trying to tap nest eggs without help from annuities is unwise.