Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
House Panel Marks Up 'Secure Act 2.0' Bill on Annuities, RMDs
By Allison BellThe Secure 2.0 bill includes QLAC, variable annuity ETF and annuity minimum distribution rule provisions.
April 29, 2021
New York Best-Interest Rule for Annuity Sales Struck DownThe rule uses "subjective terms" and "fails to provide sufficient concrete, practical guidance," the judges said.
April 27, 2021
Commission-Free Annuities: No Longer an OxymoronDPL Financial Partners CEO David Lau tells ThinkAdvisor how RIAs can sell annuities (and get paid for it, too.)
April 23, 2021
Workers and Retirees Confident in Future, Social Security: EBRIEight in 10 retirees, despite the pandemic, felt confident in their ability to retire comfortably.
April 20, 2021
Types of Annuities: 9 Questions AnsweredHere's what investors should know about annuity contracts, including when income begins for each type.
April 13, 2021
Want to Delay Social Security? Buy an Annuity FirstEx-Social Security official Jason Fichtner gives ThinkAdvisor a suggestion for retiring clients who want to maximize their benefits.
March 26, 2021
Is an Annuity Really Worth It?A new study concludes: You probably won't get out what you pay in, but the real value is in the stability annuities provide.
March 19, 2021
Former New York Life Broker Convicted of Stealing $1M From Elderly ClientA federal jury convicted the ex-broker on 11 counts of mail fraud, 11 counts of wire fraud and two counts of aggravated identity theft.