Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Use an Annuity to Solve the Stretch IRA Problem: Idea File
By Allison BellGary Mettler says the IRS closed one door but left another door open.
April 20, 2022
AIG Will Do It. So Will Pru, Equitable and Lincoln...Life, health and annuity issuers are starting to show their first-quarter numbers.
April 19, 2022
Onetime Summer Intern Takes Over as New York Life CEOCraig DeSanto, who started at the company in 1997, has taken the reins from Ted Mathas.
April 19, 2022
Bond Market Shift Gives Life and Annuity Issuers a Pay RaiseTurmoil in Europe has increased what insurers get on their own investments.
April 18, 2022
Wisconsin Governor Signs Annuity Suitability Update BillThe new law is based an NAIC model supported by insurance industry groups.
April 18, 2022
RMDs Crowd Out In-Plan Annuities for Older TIAA RetireesAbout 85% of 2018 TIAA retirees ages 70 and older started out using RMDs to tap their nest eggs.
April 15, 2022
FinCEN Wants You to Help Fight Foreign KleptocratsThe reporting rules include individual annuity and individual permanent life transactions.
April 15, 2022
6 Roadblocks Holding Advisors, Clients Back From AnnuitiesAs pensions decline, why aren't more investors using annuities? Wade Pfau and others laid out some reasons.