
Regulation & Public Policy
-
AnnuitiesFixed index annuities are growing in popularity, and financial professionals are watching for future regulatory changes. Currently, state governments regulate them, but the U.S.
-
Regulation & Public Policy
How the Social Security Fairness Act Could Change Retirement Benefits
Before leaving office in January, former President Joe Biden signed the Social Security Fairness Act into law, which could change retirement benefits. By removing… -
Regulation & Public Policy
Is There Hidden Risk in Your Annuity Company’s Balance Sheet?
When notes from the September 2023 Federal Open Market Committee meeting were released last month, they revealed that some members thought further interest rate… -
Regulation & Public Policy
How 2023 Income Brackets Affect Annuity Owners
The Internal Revenue Service made several “inflation adjustments” for tax year 2023. One of them increased income levels in each tax bracket. This and… -
From the Experts
Breaking Down the Silicon Valley Bank Collapse: What Consumers Need To Know
What Happened with Silicon Valley Bank? On March 10, 2023, the Federal Deposit Insurance Corporation and the California Department of Financial Protection and Innovation… -
Regulation & Public Policy
IRS Extends Tax Deadline for California Storm Victims
Following a series of devastating storms that affected much of the state, California will receive some federal tax…