Thanks-givings (Not Misgivings) about Social Security

This year I'm claiming the Social Security benefits that I've earned on my own work record. I'm old enough now to be truly thankful for Social Security, whose future is precisely as certain, as fair, and as bountiful as we decide it will be.
Tax Matters

How inflation impacts 2022 tax provisions: Wolters Kluwer

Taxpayers with the same income in 2022 as in 2021 will tend to experience a lower tax rate in 2022 than in 2021 due to automatic inflation adjustments, according to the tax and accountancy experts at Wolters Kluwer.

Fidelity to help participants buy income annuities

The new 'Guaranteed Income Direct' program gives workers the option of purchasing an immediate income annuity, with institutional pricing and offered by an insurer they choose, along with digital tools to help them decide how much to annuitize.

Pacific Life and tech partners develop annuity tool

The tool, developed with assistance from Ensight and Insurance Technologies, can compare the hypothetical performance of multiple annuities and the amount of lifetime income they could generate under varying circumstances.


November 18, 2021

The Alt-Asset Teams that Reinvent Annuity Companies

'Insurance Solutions' groups use private assets to boost the returns of life/annuity company investment portfolios. RIJ talks with Todd Fonner of Investcorp Insurance Solutions about this trend.
November 11, 2021

One Life Insurer’s Pivot to Private Assets

American Equity Investment Life’s ‘AEL 2.0’ strategy is designed to help it thrive even in a low yield environment. Allocating up to 40% of its money to ‘private assets’ is key to the fixed...
November 4, 2021

NAIC Eyes ‘Bermuda Triangle’ Strategy

A document from the NAIC's Financial Stability Task Force reflects the concerns that the NAIC has heard from a variety of sources about the increased ownership of life insurers by private equity firms. (Image...