Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Millennials Faster to Move Money, Slower to Take Advice
By Marlene Y. SatterThis generation has an itchy trigger finger when it comes to market volatility and is less likely to use an advisor, MassMutual reports.
May 01, 2017
Annuity Players Continue to Fight Low RatesCNO's rate on new money rose, but its overall yield fell.
April 24, 2017
Are IOVAs the Future of Variable Annuities?While VA sales have slumped, one type attracts clients who are set on increasing tax-deferred savings in pre-retirement years.
April 24, 2017
This Is the Basic Tax Rule for Annuity PaymentsTax Facts experts explain how to look at taxing an annuity payment, or "amounts received as an annuity."
April 23, 2017
6 Top House Annuity BillsWhile President Donald Trump pushes for a major tax reform proposal, Congress is considering 45 bills that refer to annuities.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 20, 2017
DOL Fiduciary Rule Hurts Now, Annuity Community SaysBlake Woodard, a life agent, writes in to remind the DOL that Bernie Madoff was a fiduciary.
April 17, 2017
What Are Gift Tax Issues With Annuities?Tax Facts experts answer: What constitutes a gift of an annuity and What constitutes a gift of a premium?