Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Private Credit Market Player Closes on Nassau Financial Investment
By Allison BellGolub Capital is now the annuity issuer's leading minority shareholder.
January 03, 2025
New York State Bill Could Double Annuity Income Tax Exemption for Older ResidentsThe proposed increase would apply to taxpayers 59 1⁄2 and older.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.
December 31, 2024
The MYGA as a Bond AlternativeRegistered index-linked annuities have been getting most of the attention — but there is another option.
December 30, 2024
S&P 500’s 2024 Rally Shocked ForecastersPessimistic equity strategists have continued to be caught off guard by the market’s twists and turns.
December 30, 2024
Bank Workers Are Leaking Data on Client Accounts as Scams SurgeThe finance industry’s lowest-paid employees are selling sensitive customer information out the back door.
December 30, 2024
Stock Markets to Close Jan. 9 for Carter’s Day of MourningThe bond market will close at 2 p.m. New York time to recognize the 39th president's passing.
December 27, 2024
Social Security Fairness Act Calls for 2024 Back PaymentsThe bill repealing the controversial Windfall Elimination Provision and Government Pension Offset awaits President Biden's signature.