Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Are Advisors Underestimating Their Clients' Retirement Anxiety?
By Michael S. FischerA survey finds investors reporting high anxiety but only 23% of advisors saying their retirement clients are "very anxious."
December 01, 2022
401(k) Plans Are Coming for Your RolloversThe growth of income annuities within 401(k)s could result in more retiring workers leaving their assets in-plan.
November 29, 2022
10 Top Annuity Bills of 2022, So FarThe one most relevant to retail advisors, the EARN Act, is still awaiting floor action.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.
November 23, 2022
Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3Fear of market volatility pushed up sales of multi-year guaranteed annuities.
November 22, 2022
S&P Expects More Big Life Insurer 'Assumption Unlocking' ChargesWhile charges will make earnings reports based on generally accepted accounting principles look ugly, they will likely have little effect on issuer ratings.
November 22, 2022
5 Top Life and Annuity Q3 Strength IndicatorsThis fall, Morgan Stanley analysts saw some insurers do noticeably better than others.
November 18, 2022
Magic Johnson's Firm Powers New Long-Term Care EffortEquiTrust, an insurer Johnson controls, built Assured Allies elder wellness tech into a new annuity.