Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What the New Emergency Retirement-Distribution Draft Guidance Means for Annuities
By Allison BellThe latest IRS draft guidelines includes two new ways for clients to tap their nest eggs under the Secure 2.0 Act.
July 26, 2024
DOL Fiduciary Rule Halted by Texas CourtThe delay of the Sept. 23 effective date kicks off a "long litigation journey," an ERISA lawyer says.
July 25, 2024
Moving Beyond Life Expectancy Rules of ThumbPart of acting in clients' best interest involves taking life expectancy analysis seriously.
July 25, 2024
Brighthouse Asks Court for Help With Annuity Tied to Murder CaseProsecutors have charged the beneficiary with providing the gun the owner used to kill herself.
July 24, 2024
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor SaysThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 22, 2024
American National Adds Annuity Investment Option for a Tough WorldThe company says its new national security tech stock index could benefit from the trend toward deglobalization.
July 19, 2024
What to Know Now About IRS' Final RMD Regs: Jeff LevineAdvisors have a lot of catching up to do in the weeks ahead, the CPA and "planning nerd" says.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.