Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
High-Income Retirement Savers Still in a Post-Pandemic Slump
By Allison BellFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.
August 29, 2024
Investors Race to Lock in Firm Annuity GuaranteesAthene, Corebridge and MassMutual led efforts to protect nest eggs through traditional fixed-rate contracts.
August 28, 2024
Conflicted IRA Advice Widespread as Fiduciaries Lack Oversight, Watchdog FindsThe IRS, tasked with enforcing prohibited transaction rules through excise taxes, lacks an effective way to do so.
August 22, 2024
Traditional Variable Annuities Join the Sales PartyVolume increased less than for most other types of annuities, but it rose 20%.
August 21, 2024
Solving the Decumulation DilemmaA retirement researcher looks at a different way to combine managed accounts with income protection.
August 21, 2024
Life Insurance and Annuities on the 2024 RollercoasterA technology leader calls for industry players to unite to create systems that can get more people protected.
August 21, 2024
Can't Stand Form 1099-R? Tell the IRSTaxpayers can suggest how to improve the distribution form for retirement accounts and annuities, for instance, by Oct. 21.