Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
House Tax Package Could Allow for FSA-to-HSA Rollovers
By Allison BellThe Ways and Means proposal could also let clients roll cash from terminated HRAs into HSAs.
May 07, 2025
Commerce Secretary Howard Lutnick Has an Annuity. Here's How to TellSome clients tell the IRS about their annuities with one form — and the whole world with another.
May 06, 2025
Corebridge CEO: Annuity Market Pricing Is Still RationalKevin Hogan also talked about advisor moves to court customers who are still "in plan."
May 05, 2025
Annuity Issuers Ask Congress to Change the Tax Rules for Their BondsThe Secure Family Futures Act could make annuities simpler and cheaper for annuity issuers to offer.
May 02, 2025
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO WarnsThe private credit market is not the only fixed income market that looks thick to Marc Rowan.
May 01, 2025
Talcott Arm to Reinsure $10B in MetLife Variable Annuity and Rider ReservesMetLife's CEO is happy to be reducing exposure to retail variable annuity risk.
April 30, 2025
Equitable: Volatility Helps Push Individual Annuity Sales Higher"April was a good month for us," the CEO says. The first quarter also looked good.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.