Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
This Obscure White House Office Helps Shape Tax Regulations
By Allison BellThe Office of Information and Regulatory Affairs estimates how government policies might affect you and your clients.
May 21, 2025
Fed Panelists Wish Private Credit Was More PublicA corporate governance researcher wondered why asset managers are putting private assets in 401(k) plans.
May 19, 2025
Will Annuity Issuers' RILA Phase Last?Morgan Stanley analysts wonder if a long-term shift from variable annuities to wealth management is in progress.
May 16, 2025
Will Annuity Capital Sidecars Keep Rolling?Market volatility could scare away the investors who fuel the sidecars or make them more confident.
May 14, 2025
Will the Multi-Year Guaranteed Annuity Spigot Run Dry?Some issuers are still happy to sell them, but some are less enthuastic about offering high guarantees.
May 14, 2025
Could Annuity Provisions Still Show Up in the Big Tax Bill?Probably not, but they could.
May 13, 2025
House Tax Package Could Allow for FSA-to-HSA RolloversThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.