Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Tax Court Judge Notices a Couple Keeping an Annuity
By Allison BellThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 23, 2025
5 Post-Tariff-Tantrum Questions for Annuity IssuersThe issuers probably had a great first quarter. Then the world changed.
April 22, 2025
5 Reasons Annuity Issuers Like Selling RILAsYou know they're "easier to hedge." A finance professor explains what that means.
April 22, 2025
New Jersey Becomes 50th State to Adopt Annuity Best-Interest Sales StandardSupporters managed to change the rules throughout the United States in less than five years.
April 21, 2025
7 Long-Term Care Annuity Facts for AdvisorsA TIAA research center paper may revive an idea that flourished elsewhere but fizzled in the U.S.
April 18, 2025
7 Legal Issues That May Come Up When Annuity Owners DieThe more you can do to deal with these concerns early, the better.
April 18, 2025
3 Ways to Solve a Retiree's Top FearAn annuity marketer compares several popular routes to the land of tranquility.
April 17, 2025
UnitedHealth to Ask for Higher 2026 PricesMedicare Advantage enrollees' use of care increased twice as fast as the insurance company had expected.