Recipients of periodic or annuity retirement plan distributions provide a Form W-4P to payors of pension or annuity payments for the correct amount of federal income tax to be withheld from these ...
Hartford insurer-wealth planner Phoenix Cos. Inc. launched an app as a paperless way for financial advisors and broker to analyze and file for annuities. EApp is a newly developed electronic ...
There’s a reason so many retirees appreciate having Social Security. Those benefits not only provide steady, reliable income, ...
Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has formed a working group of both parties to work out a ...
The rule is intended to facilitate the payment of benefits partly in the form of an annuity and partly as a single sum. The Internal Revenue Service (IRS) has issued a final rule modifying minimum ...
On July 1, 2024, the SEC adopted tailored disclosure requirements and offering processes for non-variable annuity contracts—specifically, for registered index-linked annuities (RILAs) and annuity ...
Could the walls between fixed annuities and variable annuities be vanishing? Well yes, and well no. During a recent conference call of state insurance commissioners, a few commenters alluded to how ...
Four industry organizations are rallying behind legislation to open up access to index-linked annuities. The measure, the Registration for Index Linked Annuities (RILA) Act, is sponsored by Sen. Tina ...
Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has formed a working group of both parties to work out a ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results