A joint-life annuity ensures that after one annuitant dies, payments continue for the life of the surviving spouse. If the ...

All deferred annuities have accumulation periods. A deferred annuity is simply an annuity that you pay into over a period of ...

As part of any retirement planning scenario, you will look at all the options available. Whether this is maintaining a ...

Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of ...

Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust ...

The IRS ruled that a contingent deferred annuity contract qualifies as an annuity contract under § 72. The ruling covers the tax treatment of the contract’s guaranteed payments, the lack ...

(Tax-deferred annuities predate IRAs by decades.) With an annuity, you can defer taxation until you receive money from one. Annuities are typically designed to provide reliable income sooner or ...

Total 2024 annuity sales were up 12% over 2023, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey.

As interest rates fell last year, demand shifted from fixed-rate deferred annuities to registered indexed-linked and ...