Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
The Q3 U.S. Death Rate Was Much Higher Than Normal
By Allison BellIn 18 states, the death count was more than 10% higher than before COVID-19.
October 28, 2024
Ameriprise CEO Says Advisor Recruiting Market Is 'Frothy'; New Products on the WayAmeriprise is now making fewer, but larger, deals, Jim Cracchiolo says.
October 25, 2024
Vanguard to Close Legacy Mutual Fund Platform by End of 2025The move isn't a surprise but is aggressive and, for many investors, unwelcome, one Vanguard watcher says.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 22, 2024
IRS Reveals New Tax Rates, Deductions for 2025The tax year 2025 adjustments generally apply to income tax returns to be filed starting tax season 2026.
October 16, 2024
Why Monte Carlo Is 'Pretty Terrible' for Analyzing AnnuitiesTraditional statistical analyses fall short in showing how annuities affect financial plans, Derek Tharp says.
October 15, 2024
U.S. Needs Bermuda to Boost Annuity Supply, Regulators SayConference speakers emphasized the big capital hole left by years of low interest rates.
October 09, 2024
Annuities Can Provide Tax Bracket CushionsAnnuities are not just for middle-income retirement savers, a CFP says.