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 ...

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 ...

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 ...

While annuities are not new to the retirement income marketplace, potential clients still hesitate to adopt them, even though ...

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 ...

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 ...

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 ...

Converting an annuity to a Roth IRA involves transferring funds from an annuity, which provides an income stream, to a retirement account with tax advantages for withdrawals. This process has ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. As one nears their retirement age, the ...

Organization forms group to examine new annuity rules Worried that new suitability rules for annuities will lead to conflicts between insurers and broker-dealers, an annuity advocacy organization has ...