How Tax Rules for the New Annuity Spigots Might Work
By Allison BellLife insurers are trying to create a new class of income planning tools.
January 08, 2025
How the Social Security Fairness Act Affects Claiming StrategiesSome clients who never filed for benefits now have a strong incentive to do so, Joe Elsasser says.
January 06, 2025
Here’s What Catchy Headlines Miss About Retirement Planning: BlanchettA recent article in The Wall Street Journal falls into a classic trap associated with Monte Carlo projections.
January 06, 2025
4 Bills That Could Boost Annuities in 2025Trade groups are pushing to make it easier to buy annuities with retirement plan assets.
January 03, 2025
Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?It’s possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 30, 2024
Social Security Fairness Act Could Cause New ProblemsExperts agree that the WEP needs to go, but more reforms are needed to truly make benefits fair.
December 23, 2024
What the New $1.9T Spending Law Means for Life and Annuity LegislationThe American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.