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The DOL Fiduciary Rule Is Gone. Here's What Still Protects Annuity Buyers in 2026

The DOL Fiduciary Rule Is Gone. Here's What Still Protects Annuity Buyers in 2026

The DOL Fiduciary Rule Is Gone. Here's What Still Protects Annuity Buyers in 2026Marc Johnston-Roche
Published on: 02/10/2026

A federal court vacated the DOL's 2024 Retirement Security Rule in March 2026. Here's what changed, what's proposed next, and what still protects annuity buyers in every state.

dol fiduciary ruleannuity regulationbest interest standard
A $21 Million Settlement Shows Why the Advisor Matters as Much as the Annuity

A $21 Million Settlement Shows Why the Advisor Matters as Much as the Annuity

A $21 Million Settlement Shows Why the Advisor Matters as Much as the AnnuityMarc Johnston-Roche
Published on: 31/08/2026

A $21M settlement over unsuitable elder annuity sales shows the risk isn't the product — it's who's selling it. Red flags to check before you sign.

annuity fraudconsumer protection
401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQ

401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQ

401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQMarc Johnston-Roche
Published on: 18/01/2018

Rolling a 401k into an annuity can create guaranteed lifetime income from your retirement savings. Learn the step-by-step process, tax rules, and when a rollover makes financial sense.

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Annuities vs. Mutual Funds

Annuities vs. Mutual Funds

Annuities vs. Mutual FundsMarc Johnston-Roche
Published on: 19/09/2017

Compare annuities vs. mutual funds for retirement. Both are viable options — the right choice depends on your age, income needs, risk tolerance, and portfolio goals.

annuities vs mutual fundsannuity vs mutual fundretirement investmentsfixed annuity vs mutual fund