Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Climate Change and Retirement Planning
By Bill DugganThe author makes the case that this will affect your clients, too.
March 31, 2022
Don't Let Your Clients Be Fooled by Wall Street MathThe author comes down on the side of principal guarantees.
March 31, 2022
9 U.S. Health Spending Projections We All Should KnowThese numbers are shaping the economy, both for retirees and for everyone else.
March 31, 2022
Annexus and State Street to Create In-Plan Annuitization ProgramA monthly, multi-carrier process could help hold annuitization costs down.
March 31, 2022
1035 Exchange Rules: An OverviewA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
March 31, 2022
Brokers International's Mark Williams on the Annuity Market Force to WatchThe Department of Labor's sales standards were here, then they weren't. Now they're back.
March 31, 2022
Joe Boyle: Commodities and TIPS Can't Smooth Inflation AwayHartford Funds' fixed income product manager sizes up a retirement saver's enemy.
March 30, 2022
New FATCA Reporting Rules May Hit Visitors' U.S. AnnuitiesThe budget proposal could also trip up visitors who want U.S. cash-value life insurance.