Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
5 IRS Asset-Based Annuity Fee Ruling Possibilities
By Allison BellOne key point: Great American Life has a letter, too.
August 13, 2019
Are Annuities Really Illiquid?Not all annuities are created equal when it comes to liquidity, and this has important suitability implications.
August 12, 2019
Fee-Based Annuities Get IRS NodIn a private letter ruling, IRS said advisory fees could be paid out of annuities without being taxed.
August 12, 2019
IRS Rules for Nationwide and Lincoln on Annuity Advisory FeesThe rulings could help insurers pay the investment advisers directly, without changing the contract holders' tax bills.
August 09, 2019
Advisors See Recession Fears Rising Among Their ClientsAn E-Trade survey shows RIAs are focused on volatility and interest rate risk.
August 09, 2019
SEC Lets Symetra Put Insurance-Style Financial Statements in Annuity FilingsThe new letter ruling continues an SEC shift that could make annuities cheaper for issuers to administer.
August 08, 2019
Senate Considers Caregiver Respite BillThe bill was co-sponsored by 12 Democrats and four Republicans in the House.
August 08, 2019
Fixed Indexed Annuities Stage a ComebackRIAs are becoming more active in the market for FIAs, which are rebounding after the demise of Labor's fiduciary rule.