A lot of retirees use annuities to simplify their income stream in retirement but that doesn't mean annuities are simple.

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David is comprehensively experienced in many facets of financial and legal research and ...

A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than receiving the full amount ...

Tax-advantaged retirement accounts provide you with valuable retirement benefits. In exchange, you agree to lock up your money for the long term. Need early access to your retirement savings? The ...

Firms will be able to suggest annuities as an access method as part of targeted support plans which are due to come into ...

Binding General Ruling (BGR) 58 (issued under section 89 of the Tax Administration Act 28) is now final. It follows the withdrawal of GN 18 and provides that any annuity on retirement must be ...

Federal Retirement Thrift Investment Board, Washington, rehired Metropolitan Life Insurance Co. as provider for the $628 billion Thrift Savings Plan's annuity program. The annuity contract is for a ...

Patent Issued for Systems and methods for building and managing an integrated permanent life insurance product using individual term and annuity policies (USPTO 11948206): AmerUs Group Inc.

The provisos in the definitions of the different types of retirement funds in the Income Tax Act (ITA) permit the Commissioner to prescribe additional limitations and conditions for the approval of ...