Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
10 Top Retirement Trends to Watch in 2023
By Michael S. FischerAdults hold many rapidly changing views on retirement and longevity, according to the latest Age Wave poll.
August 28, 2023
The Annuity Market Might Split: CFRA AnalystCatherine Seifert suggests that private equity owners could be tougher than policyholder owners.
August 28, 2023
How Do Annuity Death Benefits Work?What happens to annuity payments after the contract holder dies can vary. Here's what to know.
August 28, 2023
Goldman to Sell Former United Capital Unit to Creative PlanningThe business, formerly led by Joe Duran, oversees $29 billion in assets; it was purchased by Goldman for $750 million.
August 27, 2023
Here's What Could Cause the Next Financial CrisisThis issue has led to 43 banking and financial crises in six nations over the past 200 years, says author Richard Vague.
August 25, 2023
What Are the 'Worst' Annuities?Here's what to avoid for clients with low risk tolerance and limited time or assets to help them cope with losses.
August 25, 2023
IRS Extends Deadline for Roth Catch-Up Contributions in New Secure 2.0 GuidanceCatch-up contributions made by wealthy 401(k) participants must be designated as after-tax Roth contributions by 2026.
August 25, 2023
6 Ways to Say "Annuity" Without Saying "Annuity"Here are six buzzwords that show that clients are ready to hear about the A word.