Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Investors Race to Lock in Firm Annuity Guarantees
By Allison BellAthene, Corebridge and MassMutual led efforts to protect nest eggs through traditional fixed-rate contracts.
August 20, 2024
More Annuity Owners Are Buying Their Contracts From IssuersMany see using the products as a way to provide a death benefit or to pay for long-term care.
August 19, 2024
JPMorgan Jumps Into 401(k) Annuity MarketThe bank is looking to offer target-date funds with annuitization features, including options from Equitable and Prudential.
August 14, 2024
SEC Answers a Comment About Tax Talk in Annuity AdsThe agency told a frustrated lawyer that the wisdom he seeks is already expressed in Rule 156.
August 13, 2024
Life and Annuity Illustrations Confuse Clients, Advisor Tells RegulatorsPerformance charts should be more realistic about the impact of bad years, Richard Weber argues.
August 13, 2024
More Life and Annuity Products Offer Commodity IndexesInflation is increasing some clients' interest in tying value to something tangible.
August 07, 2024
Escape From the QLAC: IRS Clarifies Rules on Longevity Annuity ExchangesWhat if a client buys one of the new-generation deferred income annuities and wants to replace it?
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.