Yesterday, Morningstar's Jasmin Sethi published a comprehensive paper called "Should We Have More Annuities?" She responds yes, but with an asterisk. Jasmin has little use for complex products, such ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Investopedia / Hilary Allison The present ...

In a case this year ( Gribauskas, 116 TC no. 12), the Tax Court ruled that future payments of lottery winnings must be valued for estate tax purposes using the IRC section 7520 valuation tables. This ...

Editor and publisher of the Retirement Income Journal and author of Annuities for Dummies and two other nonfiction books, Kerry Pechter unpacked annuities and addressed how they fit into the ...

The looming Savings Crisis is usually attributed to people either not saving enough or making poor investment choices, but we believe there's another culprit. Many investors could benefit from a 'free ...

The Treasury Department blessed the use of annuities within 401(k) plans in 2014, paving the way for accessible lifetime income for retirees. It was a big year for the department, which released rules ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Cliff Veitch will stop working full time at the end of February, just before he turns 58 in March. The lawyer ...

Countless surveys and studies have established that many Americans are concerned about running out of money in retirement because people are living longer, and that there is growing recognition that ...

Athene USA rose six notches to the No. 2 position in indexed annuity sales for the fourth quarter 2016, according to industry tracker Wink's Sales & Market Report. In April last year, Athene USA ...

SIMSBURY, Conn.--(BUSINESS WIRE)--Ruark Consulting, LLC today released new industry mortality tables for variable annuity (VA) and fixed indexed annuity (FIA) products. The tables are derived from the ...

A recent study examined how different demographics should approach annuitizing to best position themselves against healthcare shocks in old age, including the need for long-term care (LTC).

Annuities can be a great way for retirees to receive guaranteed income for life. But you may not be able to keep all the money you receive from an annuity because the IRS may demand a cut. Whether or ...