Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
New House Bill Could Kill the Net Investment Income Tax
By Allison BellThe 3.8% tax can hit individuals with as little as $200,000 in income.
December 18, 2024
Fed Lowers Rates by Quarter Point, Signals Two Cuts for 2025Policymakers signaled greater caution over how quickly they can continue reducing borrowing costs.
December 17, 2024
What's Ahead for Annuities in 2025Certain annuities could be "a great option" to avoid anxiety and market timing, says Principal Financial's Sri Reddy.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 16, 2024
Annuity Issuers Still Struggling to Protect Asset Share: SIFMAContract asset growth has been strong, but growth in IRAs and employer-sponsored plans has been stronger.
December 16, 2024
Could a Term-Limited Trump Finally ‘Fix’ Social Security?Term-limited politicians have more room to act on controversial topics, former SSA economist Jason Fichtner says.
December 16, 2024
Bob Doll Grades His 10 Predictions for 2024Crossmark's prognosticator-in-chief gives his annual list a final score of 7 out of 10.
December 13, 2024
The 4 Questions You'll Get at Holiday Parties This YearGetting asked for free advice is a hazard of the advisor gig.