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.

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

Discover the types of annuities, the pros, cons, and factors to consider in choosing one. Gain insights about the associated ...

“The interaction between tariffs and annuity rates could turn out to be a toxic combination for those approaching retirement ...

The most cited reason for their concern is the inflation risk to their employer-sponsored plan, followed by market downturns, ...

When clients use immediate annuities to pay for care, they and the issuers already know the clients will need income to pay ...

Are you going to outlive your money? Annuities are designed to answer these questions, providing a steady, reliable income stream. You can think of an annuity as a contract with an insurance company.

An annuity is a contract issued by an insurance company that pays a stream of income for a specified period or, often, for the remaining life of the contract holder. Insurance agents and ...

With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to ...

A 1035 exchange lets you transfer your current non-qualified annuity — meaning an annuity that wasn’t funded with IRA or 401 ...