Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
New York's Annuity Replacement System Is Too Slow, Lawmakers Say
By Allison BellTheir reasoning may spell trouble for product comparison requirements at the purchase stage.
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.
May 12, 2025
Money Worries Mean Most Americans Don’t Want to Live to 100The number of centenarians will quadruple by 2054. For many, that’s a scary financial proposition.