Annuities
Proposed Changes to IRS RMD Rules Regarding Annuitization
Recent IRS proposals clarify required minimum distribution (RMD) rules for annuities in retirement accounts. Following the SECURE Act and SECURE 2.0, these changes simplify…
Annuities – Page 2
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AnnuitiesAnnuity Assets Surge Amid Stock Market Growth
Stellar stock market performance has fostered a surge in the demand for index and variable annuities in recent years, driving demand for all types… -
AnnuitiesHow the Cost of Annuities Changes Over Time
Annuity costs fluctuate with interest rates, inflation and life expectancy. Higher interest rates often lead to lower costs, while inflation protection increases upfront costs. -
AnnuitiesOne Month After the Rate Cut: Where Are Annuity and Other Interest Rates Now?
The Federal Reserve has shifted its focus from fighting inflation to supporting employment, cutting interest rates by 0.50%. This change affects fixed-income yields, including… -
AnnuitiesGovernment’s Impact on Annuity Fees and Charges
Annuity holders are generally satisfied, but many are concerned about high fees. While the government enforces transparency, it doesn’t control the fees. To ensure… -
AnnuitiesImpact of Global Economic Policies on Annuity Returns
Annuity sales jumped 26% in 2024, driven by a growing need for guaranteed retirement income as millions retire. Returns are solid, with fixed annuities…
