Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.

Explore the key differences between annuities and CDs, focusing on tax deferral benefits and income distribution flexibility.

Learn about annuity income planning to maximize your retirement income. Discover the types, tax considerations, and how to ...

Annuities are now an option in some 401(k)s but that doesn't mean they should be included in your retirement plan.

For many Americans, having a plan to leave money for their loved ones is a priority. According to a recent Empower survey, 40 ...

Explore whether Gainbridge is the right platform for growing your retirement savings. Our review analyzes its annuity ...

What is an annuity rate? Buying an annuity involves converting your retirement savings into a guaranteed income. Annuity rates determine how much income you'll get. For example, if you have a pension ...

Corne Bouwer, CEO of Heptagon Capital, illustrated that a retirement annuity (RA) can be one of the best investments for ...

Are you collecting a lifetime payment? This life annuity is subject to income tax. Taxation varies according to the type of annuity. We'll tell you what you need to know. Life annuities paid at ...

The U.S. life/annuity (L/A) industry posted a 13% decline in net income to $33.3 billion in 2024, driven partly by a rise in ...