Under the new SECURE Act, most non-spouses must withdraw and pay taxes on inherited IRA assets within ten years instead of "stretching" the process over (possibly) decades. What will that mean for annuities, and how might advisers respond?
In the future, we intend to strengthen our content for financial advisers while still serving our long-standing audience of annuity professionals. We think all of our readers will benefit from that.
Breaking news from Nationwide Financial, Symetra, Vanguard, Morningstar, and Milliman.
The three largest ETF sponsors have 82% of ETF assets; market share jumps to 90% when expanded to the top five, according to Cerulli Associates. A smaller ETF issuer calls that suboptimal.
It keeps getting easier for registered investment advisers (RIAs) to buy no-commission annuities through online platforms. But will RIAs recommend annuities to clients? The jury is still out.