Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Fight Over House Anti-Shutdown Bill Affects Medicare Provisions
By Allison BellWith a midnight deadline looming, the House and the Senate rushed to approve a package and send it to the president.
December 19, 2024
New Bill Would Allow Direct 401(k) Rollovers to AnnuitiesThe Retirement Simplification and Clarity Act would also simplify the rollover notices workers get when they leave a job.
December 19, 2024
New House Bill Could Kill the Net Investment Income TaxThe 3.8% tax can hit individuals with as little as $200,000 in income.
December 18, 2024
IRS Pushes Back Deadlines in Proposed RMD RegsThe move may affect some future Secure 2.0-related changes involving individual retirement annuities and other arrangements.
December 18, 2024
Stocks, Bonds Push Lower on Powell’s RemarksThe S&P 500 fell below the 6,000 level, suffering its worst day since August.
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.