Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
December 17, 2024
What's Ahead for Annuities in 2025Certain annuities could be "a great option" to avoid anxiety and market timing, says Principal Financial's Sri Reddy.
December 17, 2024
Draft Bill Attacks Wealthy Families' Private Placement Life PoliciesSen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.
December 13, 2024
Death and Retirement Tax Changes Could Add $723B in Revenue Over 10 Years: CBOThe projected value of changing asset transfer rules and cutting IRA and 401(k) contributions is up from $209 billion in 2020.
December 12, 2024
What 4% Rule? Morningstar Has a New NumberThe research firm adjusts its suggested fixed retirement withdrawal rate in its new State of Retirement Income report.
December 10, 2024
Nippon Life Closes on Big Corebridge Stake, Adds U.S. Annuity SizzleThe Japanese giant is also said to be in talks to acquire Resolution Life for $8.2 billion.
December 09, 2024
Treasury and Fed Tell States to Watch Life Insurers More CarefullyRegulators are nervous about the companies' private credit and offshore reinsurance disclosures.
December 06, 2024
Trump's SEC Pick Criticized Bank Regulators' Efforts to Expand ScopePaul Atkins told them to stop trying to oversee solvency at life and annuity issuers and asset managers.
December 05, 2024
Utah Tells Sentinel Security Life to Stop Writing New BusinessA valuation firm and the insurer's owner disagree about the value of the firm's assets.
December 04, 2024
What Scares Global Regulators About Life and Annuity Issuers NowSure, you know about equity, credit and liquidity risk. There are other risks.
December 03, 2024
Pru Names New CEOCharles Lowrey will continue to be chairman for 18 months as Andrew Sullivan takes the reins.