The private annuity was just stripped of it's most alluring benefit—capital-gains tax deferral. Long favored by the wealthy because it allowed them to avoid huge capital-gains taxes on appreciated ...

The annuities marketplace is banking on continued investment from private equity to keep up with product demand, as US annuity sales increased 8 percent year-over-year to a record $119.2 billion in ...

Andrew M. Katzenstein, a partner in the Los Angeles office of Katten Muchin Rosenman LLP, reports: Changes proposed to regulations (Treasury Regulations Sections 1.72 and 1.1001-1(j)) governing the ...

As more states start using lotteries as revenue sources, CPAs will face an increased number of tax questions from winners. Recently the Fifth Circuit Court of Appeals considered how to value for ...

That switch enabled what came next. Fixed annuities involve taking in a customers’ retirement savings, finding somewhere to invest the money, and paying it back with interest over time. That middle ...

When deciding how to receive your pension benefits, you face a choice between a lump sum and an annuity. Each option carries distinct tax implications that can affect your financial situation. A lump ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...