Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
7 Facts Americans Get Wrong About Social Security
By Allison BellEven high-income clients care about the program, but many don't know much about it.
August 20, 2025
Could Annuity Issuer Bond Portfolio Groupthink Crash the Market?Insurers with the same asset managers do sync up, but the impact has been small, Fed economists find.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 14, 2025
Firm Hit by MOVEit Data Breach May Settle for $8.5MThat will cover 1.2 million affected people and could hint at what's ahead for people in other litigation classes.
August 13, 2025
Helping Gen Z Retire Without Becoming 80-Plus InfluencersJust a few years ago, they were children. In not so very many years, they will retire.
August 12, 2025
Nationwide Picks Hawley to Succeed Carter as Financial Services HeadCraig Hawley, who has been with the company since 2000, has been leading the annuity unit for a year.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 08, 2025
Brighthouse Executives Face Analyst Questions About Deal RumorsThe executives tried to focus on an 8% year-over-year increase in annuity sales.