Your article was successfully shared with the contacts you provided. The Internal Revenue Service has come out with a holding that could affect efforts to shift assets from one annuity to another ...

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You might already have an opinion about annuities. Maybe you're strongly for them, or strongly against them. There's also a good chance that you don't know much about them and you'd like to learn more ...

Dear Liz: My former employer is offering the one-time opportunity to receive the value of my pension benefit as a lump-sum payment. The other option is to leave the money where it is and get a ...

For many retirees, the biggest financial fear isn’t a market crash — it’s running out of money. One way to lock in predictable income for life — and avoid the nightmare of running out of money in ...

When it comes to saving for retirement, a deferred variable annuity can be a useful tool. The money you invest grows tax-deferred, so you won’t owe taxes on your earnings until they’re withdrawn. You ...

Retirement from a job or occupation is inevitable, and with it comes the end of a regular source of income. Yet, expenses don’t retire. In fact, they often rise, especially with inflation and ...