Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Stop Comparing Annuity Payout Rates to the 4% Rule
By David BlanchettMaking comparisons based on faulty assumptions could result in a retiree making a decision based on incomplete information.
January 04, 2023
12 Worst States for Preliminary Q4 2022 Working-Age DeathsThe nation as a whole looks better, but some states still look bad.
January 03, 2023
The 2023 Life, Health and Annuity Prediction AlmanacForecasters are talking about your world. We gave the predictions a structure.
December 31, 2022
Does a Charitable Trust Make Sense for Your Client?Secure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 30, 2022
Biden Signs $1.7T Spending Bill, Brings Secure 2.0 to LifeThe bill includes many provisions related to RMDs, retirement plan administration and annuities.
December 29, 2022
IRS Tackles Inflation Reduction Act Share Buyback RulesThe agency is also asking about how to implement IRA corporate alternative minimum tax rules.
December 29, 2022
The 10 Top Life and Annuity Stories of 2022Two items on the list rank higher than the COVID-19 pandemic.
December 29, 2022
Top 20 Life and Annuity Articles of 2022The most popular article was about group annuity account statements.