Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
14 Rollover Tax Facts to Know
By Emily HolbrookHere's how rollover rules affect QCDs, RMDs, spouses and ex-spouses, and tax-sheltered annuities.
October 28, 2021
U.S. Q3 Individual Annuity Sales Rise 12%One question is what inflation fears will do to sales in the fourth quarter.
October 28, 2021
New Fee-Based RILA Has a Living Benefit Rider: Annuity MovesNorth American Company for Life and Health and Lombard also have annuity product news.
October 28, 2021
Private Equity Firms May Squeeze Insurers in New Ways: Regulation AnalystEric Kolchinsky says regulators now have to watch for service fees, not just dividends and salaries.
October 27, 2021
New Bill Won't Save Social SecuritySocial Security 2100: A Sacred Trust is an opening salvo in the funding debate, but it won't solve the long-term problem.
October 27, 2021
The Best & Worst Annuity Providers for Customer Satisfaction: J.D. PowerWhile overall annuity customer satisfaction has increased, satisfaction with the advisor experience is in decline.
October 26, 2021
6 Ways to Fight the Return of InflationOne is to insure some income, to free the rest of the portfolio for a riskier new world.
October 26, 2021
13 Scariest Retirement Statistics: 2021These scary facts could make pre- and post-retirees tremble.