Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
IRS Posts Ruling on Individual Retirement Annuity
By Allison BellThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 14, 2025
Will the Multi-Year Guaranteed Annuity Spigot Run Dry?Some issuers are still happy to sell them, but some are less enthuastic about offering high guarantees.
May 14, 2025
Could Annuity Provisions Still Show Up in the Big Tax Bill?Probably not, but they could.
May 13, 2025
House Tax Package Could Allow for FSA-to-HSA RolloversThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 13, 2025
UnitedHealth CEO Change Means Higher 2026 Medicare Advantage PricesJohn Rex, the chief financial officer, had sobering comments about health care claims.
May 09, 2025
FINRA Suspends Rep for Unsuitable Annuity SwitchesThe rep recommended that customers exchange their existing variable annuities for a higher-cost L-share contract.
May 08, 2025
Fierce Annuity Competition Pushes Issuers to Stand OutEllen Cooper, Lincoln Financial's CEO, likes the idea of planting the product seeds inside walled gardens.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.