This Research Roundup offers a map of the world of cryptocurrency trading, a look at 'Participating Longevity-Linked Annuities,' an investing strategy for low-yield times from David Blanchett, and answers to the 'annuity puzzle.'
DOL sets new schedule for enforcing fiduciary rules; Annexus and Sammons roll out FIA with ESG index, multi-option rider; RIAs can now access an Allianz RILA with income rider on DPL platform.
The value of exclusions and deferrals of taxes for contributions to and earnings in pensions and retirement savings accounts was $276 billion in 2019. The exclusion for employee health insurance (including payroll tax expenditure) was $280 billion.
'The search for yield amid low interest rates has driven insurers into non-traditional asset classes and away from traditional safe havens,' said Sandeep Sahai, CEO, Clearwater Analytics. He urges caution.
The 'back door' Roth IRA will not be closed, and limits won't be placed on contributions by higher-income individuals with large account balances, NAPA Net reported.