Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
KKR Agrees to Buy Global Atlantic for About $4.4 Billion
By Allison BellCompleting the deal could make KKR the fourth biggest source of new individual fixed annuities.
June 30, 2020
10 Worst States for RetirementBlacktower ranked the 50 states based on five key metrics for retirement, and these 10 missed the mark.
June 26, 2020
How to Decide if an Annuity Is Right for Your Client: Morningstar's BenzFrom simple to complex, these products stir debate. Here's what advisors might ponder before recommending them.
June 25, 2020
10 Best States for RetirementBlacktower Financial Management ranked the 50 states based on five key metrics for retirement.
June 23, 2020
5 New Things to Know About Annuity Prospects and TaxesNationwide has found that even many high-asset retirement savers have big tax literacy gaps.
June 23, 2020
American Equity Adds Indexed Annuity: Annuity MovesEbix and Global Atlantic also have news.
June 13, 2020
IRS Posts Annuity Advisory Fee Letter Rulings With a TwistThe IRS showed a 1.5% annual fee cap in the old letter rulings. Officials have left the annual cap out of the new rulings.
June 09, 2020
5 Things Annuity Prospects Just Don't GetYou have no influence over the tides or the stock market. But you can shape this one other important thing.