1. Annuity exclusion ratio rules have wrinkles. If you're not already a tax lawyer, a tax accountant or the holder of the Chartered Life Underwriter designation or the equivalent, with extensive ...

Annuities are setting sales records, thanks to higher interest rates, lower stock prices, and aging Baby Boomers. It’s been years since annuities were able to offer payouts comparable to today’s, and ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Annuities are having a moment, to the tune of $105 billion in sales for the first quarter of 2025. It’s the sixth consecutive quarter in which sales topped $100 billion. This record-setting growth in ...

Annuities have a bad reputation due to their complexity, lack of transparency, and limited flexibility. However, for retirees focused on maximizing their spending in retirement, the simplest annuities ...

Annuity sales are soaring, but still only a minority of retirees own them. If more people were aware of one key advantage of annuities, they probably would reposition part of their retirement ...

Asset managers are using a new strategy to help investors manage their retirement spending: target-date funds featuring annuities. Since the introduction of defined-contribution plans in the 1980s, ...

I hate annuities — and you should, too. That infamous line, popularized by financial entertainers and clickbait headlines, has shaped a generation’s perception of annuities. But let’s be honest — most ...

F&G, which is owned by Fidelity National Financial, took the top spot in J.D. Power's 2023 annuity study. Annuities have enjoyed two years of skyrocketing sales, but that hasn't always translated into ...