Retirement requires careful planning, but today’s environment presents challenges that previous generations did not face.

Much like taxes, annuities just aren’t very popular. No one likes paying taxes to Uncle Sam, and a mere 17% of American households led by someone between 40 and 85 owns an annuity, according to ...

Annuities are tax-advantaged investment vehicles that guarantee retirement income. Here’s how they can benefit your tax situation and how to tell if one is right for you. A financial advisor can help ...

When retirees map out income in retirement, most think about their tax bracket, investment returns and required minimum ...

One of the biggest advantages of an annuity, tax deferral, can be lost when anyone other than a spouse inherits an annuity. Then, all deferred taxes on the gains must be paid sooner or later. It’s ...

The IRS released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth conversion strategies.

Discover ways to make a middle-class retirement more affordable. Smart planning, tax strategies, and lifestyle shifts could ...

Are you employed by an educational institution, church, or nonprofit? If so, there’s a retirement savings program authorized by section 403(b) of the Internal Revenue Code that allows eligible ...

When it comes to retirement, we all have our own goals and visions. For my grandparents, they preferred to stay in the home that they paid off for several reasons.... When it comes to retirement, we ...

Members of the life insurance and annuities industries have asked senators to rethink a portion of the health care bill that would hit annuity income with Medicare taxes. “These annuities are used by ...

Quick Read US citizens face taxation on worldwide income regardless of where they live. The Foreign Earned Income Exclusion ...