Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
SEC Fines Prudential Units for Misleading Fund Boards
By Melanie WaddellThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
September 06, 2019
More DC Plans Offering Lifetime Income Options, Including AnnuitiesThis is the key takeaway from a new survey of defined contribution plans conducted by Willis Towers Watson.
August 27, 2019
Where Individual Annuities Fit in the Retirement PieIf explaining individual annuities to policymakers feels like an uphill battle, that's because it is.
August 27, 2019
IRS Updates Views on Some Annuity FeesAccording to IRA expert Ed Slott, the ruling is good "for both advisors and consumers," though he adds that "no two annuities are exactly alike."
August 27, 2019
Fixed Indexed Annuities Are on a RollThese products are making a comeback after demise of DOL fiduciary rule and rising volatility in stock market.
August 23, 2019
Secure Act May Face Fall Blahs: Sri ReddyReddy is hoping congressional leaders will attach the retirement bill text to other, must-pass legislation.
August 22, 2019
FIDx to Offer Ebix Annuity Marketplace TechnologyFIDx launched its Ix insurance exchange program in June.
August 22, 2019
5 Things for Agents to Know About the Big New Accounting ThingThis battle could shape what life insurers want to sell, and for how much.