Resources

Surveys

Articles

Below you will find articles, studies, and other information on annuities.

The Economic Role of Annuities

The Federal Income Taxation of Annuities: A Success Story

The History of Annuities in the United States

Links

Legislative and regulatory agencies, and associations and other groups with substantial interest in annuities.

Legislative

U.S. Senate

U.S. House of Representatives

Congress Legislation Information

Senate Finance Committee

House Committee on Ways and Means

Joint Committee on Taxation

Regulatory

Internal Revenue Service (IRS)

Securities and Exchange Commission (SEC)

U.S. General Accounting Office (GAO)

U.S. Treasury

Associations

Financial Industry Regulatory Authority (FINRA)

National Association of Insurance Commissioners (NAIC)

Insured Retirement Institute (IRI)