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 Loses Appeal in Annuity Income Payment Case
By Allison BellThe owner planned to use the annuity for the tax benefits and cash in before income came out.
May 06, 2026
Small Annuity Decisions, Big Tax ConsequencesHave you ever thought about when a client should draw cash from a non-qualified annuity?
May 05, 2026
Knighthead Life Smiles at Sharks, Enters U.S. Fixed Indexed Annuity MarketOther life and annuity carriers are finding ways to move forward now, in spite of all the teeth.
May 05, 2026
Global Atlantic's Parent Expects Annuity Competition to EaseKKR executives said tight investment spreads and choosy buyers made the first quarter challenging.
May 04, 2026
5 Things a Decision Scientist's Team Says About AnnuitiesOne secret to getting retirement savers to do something may be focusing on spending power more than rates of return.
April 30, 2026
How to Get Rich and Why Advisors Matter: A Historian's TakeJoseph S. Moore, author of "How to Get Rich in American History," defends annuities, financial gurus and American optimism.
April 28, 2026
Consumers Question Whether Annuity Issuers Will Pay Promised Benefits: StudyThe economsts think sales might double if consumers trusted the products.
April 24, 2026
Blackstone CEO Sees Healthy Annuity Issuer Demand for Private CreditSteve Schwarzman maintains that long-term private credit returns have been strong.