Annuities

Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.

The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.

Total annuity sales easily eclipsed 2022 — which had set an all-time record.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

Financial planners and advisors must ensure that their clients have the necessary funds to meet whatever health challenges advancing age may bring.

The Biden administration wants to significantly expand how the fiduciary rule applies to retirement advice. Here's what advisors need to know.

J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.

High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

As the economy improved, investors favored different products — ones that matched the complexity of the moment.

For annuities, 2023 got off to an extraordinarily strong start. In the first quarter, the insurance products reached a record-breaking $92.9 billion in sales.

In an unusual case, regulators have accused a Boston investment advisor of violating his fiduciary duty by putting his clients into high-fee retirement products.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

Two decades ago, a researcher at TIAA came up with a brilliant invention, but no insurance company would touch it. Has its time finally come?

Total sales of the insurance products reached $310.6 billion, shattering the previous all-time record set in 2008.

A Nationwide survey suggests that a hefty chunk of America plans on working longer.

Annuities have been booming, but one investor has buyer's remorse. Can — and should — advisors talk her off the ledge?

Few topics in retirement are as polarizing as the "A" word. We asked advisors to weigh in.

2022 was full of under-the-radar revolutions for the way Americans retire. Here's what happened and what it means for 2023.

As inflation soars and stocks tumble, annuities are enjoying their best sales ever. Why?

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.