No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

State insurance regulators advanced 2025 life insurance and annuity priorities Monday with additions to reflect new efforts in reinsurance and annuity illustrations. The Life Actuarial Task Force 2025 ...

How about a nice, secure lifelong income? In fact, lifetime annuities may be an unexamined solution for the dilemma millions of Americans face today. The problem is this: Like it or not, you and I ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Are you ahead, or behind ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

A common fear among retirees is running out of money. Though inflation isn't as high as it was in previous years, the cost of living is considerably higher today than it was just five years ago, and ...

US annuity sales exceeded $105 billion in the first quarter of 2025, according to preliminary data from Limra, maintaining momentum for a sixth straight quarter despite falling slightly short of last ...

In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients. This is not just from research, but from my lived experience. In ...

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Allowing individuals to retain a larger share of their corpus will give them the freedom to design retirement income ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...