Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
7 Questions the Math Bosses Ask About Whether a RILA Is Fair
By Allison BellThe points made here could affect what happens when clients give up RILAs early.
December 09, 2025
7 Questions the Math Bosses Ask About Whether a RILA Is FairThe points made here could affect what happens when clients give up RILAs early.
December 05, 2025
New Bill Could Help Employer Plans Pull in Roth IRA AssetsMany of the users of the new option could be participants in state auto-IRA programs, advocates say.
December 04, 2025
Draft Guidelines Could Shape States' Efforts to Regulate Annuity SellersA regulator group will review the "best interest" guidance at a meeting next week.
December 04, 2025
IRS Mentions Annuities in New Trump Baby Account Regulation NoticeOfficials also talked about the kinds of nonbank entities that can act as account trustees.
December 04, 2025
To Replace, or Not to Replace, an AnnuityWhat looks at first like a no-brainer can get complicated fast.
December 03, 2025
The New 'Safe' Retirement Spending Rate? It's Not 4%Morningstar researchers find that retirees can spend a little more freely in 2026, but caution is warranted.
December 01, 2025
5 Insurers That Sold the Most MYGAs in Q3These issuers generated $18 billion in sales by offering firm income guarantees.