Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Treasury Unit Worries About Effects of Rate Spikes on Bond Funds
By Allison BellOne concern is that bond ETFs' "authorized participants" could walk away.
January 09, 2023
So It's Time for Your Client to Tap Their 401(k). Now What?Clients are often in the dark about the options available for drawing down their retirement accounts.
January 05, 2023
Symetra and Mutual of America Add Annuity AffiliatesOne insurer started a company in Bermuda. Another made a deal in Texas.
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.