Ruark Consulting, LLC today released new industry mortality tables for variable annuity (VA) and fixed indexed annuity (FIA) products. The tables are derived from the company’s 2018 studies of VA and ...

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Despite contrary holdings by other circuits, the Fifth Circuit recently held fast to its earlier decision in Cook v. Commissioner to once again overrule an estate’s discounting of an annuity interest ...

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 ...

Calculating the future value of an annuity is another example of the principle that money invested today will be worth more in the future. What It Measures The value to which a series of fixed-amount ...

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When we discuss retirement planning, we often focus on a single number: “the nest egg.” However, the shape of the nest egg is ...

Improved annuity rates have put these once out-of-favour retirement products back in the spotlight. For retirees, the ...

SIMSBURY, Conn.--(BUSINESS WIRE)--Ruark Consulting, LLC today released new industry mortality tables for variable annuity (VA) and fixed indexed annuity (FIA) products. The tables are derived from the ...