Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Annuity Issuers Ask Congress to Change the Tax Rules for Their Bonds
By Allison BellThe Secure Family Futures Act could make annuities simpler and cheaper for annuity issuers to offer.
April 30, 2025
Equitable: Volatility Helps Push Individual Annuity Sales Higher"April was a good month for us," the CEO says. The first quarter also looked good.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 28, 2025
5 Annuity Issuer Risks on the Fed's RadarOfficials are casting a wary eye on some of the riskier investments in insurers' portfolios.
April 25, 2025
Ameriprise Closes Window on Advisor RecruitingVolatility helped increase the appeal of its technology and strength in the first quarter, the company noted.
April 23, 2025
5 Post-Tariff-Tantrum Questions for Annuity IssuersThe issuers probably had a great first quarter. Then the world changed.
April 22, 2025
5 Reasons Annuity Issuers Like Selling RILAsYou know they're "easier to hedge." A finance professor explains what that means.
April 22, 2025
New Jersey Becomes 50th State to Adopt Annuity Best-Interest Sales StandardSupporters managed to change the rules throughout the United States in less than five years.