Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
NAIC Tees Up on Annuity Suitability Models
By Jim PoolmanA former state insurance regulator says states are in the best position to handle this particular ball.
April 10, 2017
Navigating the Maze of Variable AnnuitiesTax Facts experts explain the nuts and bolts of the annuity world, like what is a variable deferred annuity and an indexed variable annuity.
April 04, 2017
What Are Taxes on a Lump Sum Payout of an Annuity?Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.
March 23, 2017
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in MassachusettsIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 22, 2017
Qualified Longevity Annuity Contracts and Retirement PlanningThe experts at Tax Facts discuss QLACs, a type of annuity in retirement accounts that meets certain IRS requirements.
March 20, 2017
Did Warren Overreach in Blasting Annuity Sales Perks?Some insurance industry stakeholders say Warren errs in assuming that incentives can't be structured to ensure advisors act in clients' best interest.
March 20, 2017
Top 20 Companies for Annuity Sales: 2016Variable annuity sales hit their lowest level since 1998, but fixed annuity sales were a relative bright spot.
March 20, 2017
Wells Fargo Card Requests Drop by Most Since Scandal EruptedNew checking accounts fall 43%, marking sixth straight decline; Mack says "it will take time" to work through reforms.