Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBO
By Allison BellThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 09, 2024
Treasury and Fed Tell States to Watch Life Insurers More CarefullyRegulators are nervous about the companies' private credit and offshore reinsurance disclosures.
December 06, 2024
Trump's SEC Pick Criticized Bank Regulators' Efforts to Expand ScopePaul Atkins told them to stop trying to oversee solvency at life and annuity issuers and asset managers.
December 05, 2024
Utah Tells Sentinel Security Life to Stop Writing New BusinessA valuation firm and the insurer's owner disagree about the value of the firm's assets.
December 04, 2024
What Scares Global Regulators About Life and Annuity Issuers NowSure, you know about equity, credit and liquidity risk. There are other risks.
December 03, 2024
Pru Names New CEOCharles Lowrey will continue to be chairman for 18 months as Andrew Sullivan takes the reins.
December 03, 2024
DPL Gains New Insurance Industry InvestorsThe latest funding round represents the first investments in the advisor annuity distribution platform by insurers.
December 03, 2024
Top 7 Companies for Individual Annuity ReservesIssuers have a total of $2.9 trillion in value backing their promises to contract holders.