The annuities marketplace is banking on continued investment from private equity to keep up with product demand, as US annuity sales increased 8 percent year-over-year to a record $119.2 billion in ...

Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce annuity series; and more. Principal Financial ...

The private annuity was just stripped of it's most alluring benefit—capital-gains tax deferral. Long favored by the wealthy because it allowed them to avoid huge capital-gains taxes on appreciated ...

The tax benefits of private placement variable annuities for wealthy clients are drawing scrutiny and calls for a federal crackdown — but they're not going away anytime soon. Processing Content ...

Imagine moving a highly appreciated asset out of your taxable estate, locking in lifetime income for yourself and potentially saving your heirs millions in estate taxes. That's the power of a private ...

Most advisors don’t recommend annuities to the majority of their clients who are in retirement – and only 40% expect that advice to be taken to heart most of the time. That is according to a brief ...

An annuity is an insurance product. It provides a long-term stream of income in exchange for an upfront premium. There are many types, including immediate, deferred, fixed, variable and indexed.

Home Equity Conversion Mortgages (HECMs) and annuities are two retirement products that remain underutilized, in part due to public policies preventing potential synergies from being explored by ...