A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information ...

As tax season nears end, now is the ideal time to strengthen your long-term savings and take full advantage of available tax ...

A recent WSJ article recommended that annuities be a default option in retirement plans. The author responds to readers’ ...

Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

Modern annuities address longevity risk, market volatility, inflation, liquidity needs, and legacy planning, helping retirees ...

One of the best ways you can complement your retirement savings is through annuities. Here's how they can help you pad your ...

While annuities are not new to the retirement income marketplace, potential clients still hesitate to adopt them, even though ...

Retirement should be a time to kick back, relax, and enjoy your hard work. Let’s be honest, though. There’s more to a picture-perfect retirement than leisurely strolls and afternoon naps — it just ...

Using 401 (k) Funds Under current law, access to retirement savings before age 59½ is deliberately restricted. Early withdrawals from 401 (k) plans generally trigger a 10% penalty on top of ordinary ...

Retirement is not a one-time event; it is a dynamic phase of life that requires a vision of what the post-employment years will look like for each individual and how that vision will be funded. Tamiko ...

They’re not just a reliable source of retirement income—one study says they may make you happier, too ...