Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Transamerica's Parent Might Move Headquarters to U.S.
By Allison BellAegon also reported that Transamerica's RILA sales have doubled.
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.
August 07, 2025
Private Credit Defaults to Create 'Winners and Whiners,' David Golub WarnsBut Golub, the head of a firm that helps annuity issuers and other clients invest assets, said M&A activity could increase.