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 Adds Life Policy Aimed at Retirement Savers
By Allison BellThe index option menu includes two global index options.
January 05, 2023
Symetra and Mutual of America Add Annuity AffiliatesOne insurer started a company in Bermuda. Another made a deal in Texas.
January 03, 2023
The 2023 Life, Health and Annuity Prediction AlmanacForecasters are talking about your world. We gave the predictions a structure.
December 31, 2022
Does a Charitable Trust Make Sense for Your Client?Secure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 30, 2022
Biden Signs $1.7T Spending Bill, Brings Secure 2.0 to LifeThe bill includes many provisions related to RMDs, retirement plan administration and annuities.
December 29, 2022
IRS Tackles Inflation Reduction Act Share Buyback RulesThe agency is also asking about how to implement IRA corporate alternative minimum tax rules.
December 28, 2022
All the New Secure 2.0 and RILA Deadlines You Need to KnowThe IRS, SEC and DOL now have dozens of new RMD, IRA, annuity and defined contribution plan projects to start.
December 27, 2022
7 Retirement Income Predictions for 2023It's likely to be a key year for retirement income innovation, and not just because of Secure Act 2.0.