Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
5 Things to Know About the H.R. 8696 Methuselah Annuity Provision
By Allison BellA sixth, important thing to know is that it has bipartisan sponsorship.
October 28, 2020
What's Really Guaranteed With Fixed Rate Annuities?You can get a multi-year guaranteed annuity yielding more than 3%. Is it too good to be true?
October 27, 2020
'Secure Act 2.0' Could Expand Use of ETF-Like Options in Variable AnnuitiesSection 203 could clear away a conflict between ETF rules and annuity subaccount rules.
October 27, 2020
New House Bill Would Boost RMD Age to 75The bill includes several other changes related to 401(k)s and IRAs.
October 26, 2020
AIG Aims to Split Off Life & Retirement BusinessThe company also announced that it has named Peter Zaffino to succeed Brian Duperreault as the CEO.
October 26, 2020
WisdomTree Teams With 55ip on Tax-Smart Model Portfolios: Portfolio ProductsAlso, Janus Henderson launches floating rate AAA CLO ETF.
October 23, 2020
More States Moving to Adopt NAIC Model Annuity RuleThe model rule, adopted by NAIC in February, incorporates a best-interest standard of conduct and aligns with Reg BI.
October 12, 2020
Allianz Life Expands Risk Management Services for RIAs: Portfolio ProductsAlso, SS&C ALPS Advisors widens its business into semi-transparent ETFs.