Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.

Rolling your individual retirement account (IRA) or 401(k) into an annuity may sound complicated, but fear not — it may be straightforward and tax-free if done correctly. There are a couple of ways to ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. When it comes to retirement planning, annuities are one of the financial ...

A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...

It’s not cryptocurrency! It’s not some hedge fund. Or junk bonds. It’s easily understood and won’t be seen as a fad in future years. I’ve described it as a product that “doesn’t make your retirement; ...

I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...