Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Texas Bill Could Speed Up Annuity Exchanges and Transfers
By Allison BellInsurers would have to complete many of the transactions within 30 days after receiving a request.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 19, 2025
Will Annuity Issuers' RILA Phase Last?Morgan Stanley analysts wonder if a long-term shift from variable annuities to wealth management is in progress.
May 16, 2025
Will Annuity Capital Sidecars Keep Rolling?Market volatility could scare away the investors who fuel the sidecars or make them more confident.
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.