Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax advantages, annuity taxation has several intricacies that must be understood ...

I’m 68, single and retired. I started claiming Social Security at 65 and my house is paid off completely. I have two fixed ...

This story is sponsored by B.O.S.S. Retirement Solutions. You probably know how much money you have saved for retirement. But do you know how much money you'll owe in taxes when you're retired? "If ...

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 ...

Once yoivre retired, you will likely need to draw on several types of income for your living expenses. You'll need to know where these funds are coming from and how much you can count on, but you ...

The threat to the tax-deferred status of retirement vehicles, including annuities, is once again at the forefront of concerns for the Insured Retirement Institute. With Congress preparing a new tax ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...