Ontario, CA – September 12, 2012 – Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The Phoenix ...

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 ...

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 ...

John Egan is a veteran personal finance writer whose work has been published by outlets such as Bankrate, Experian, Newsweek Vault and Investopedia. Ben is the former Retirement and Investing Editor ...

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 ...

While annuities are not new to the retirement income marketplace, potential clients still hesitate to adopt them, even though they address a key worry: the fear of outliving ...

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 ...

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 ...

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 ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...

If you have left federal service and are ready to make a withdrawal election, you will need to use , Request for Full Withdrawal. If you want to get withdrawals from your Thrift Savings Plan account ...