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 ...

The tax benefits of private placement variable annuities for wealthy clients are drawing scrutiny and calls for a federal crackdown — but they're not going away anytime soon. Deferral or the outright ...

A duly ordained, commissioned, or licensed minister of a church or a lay person who is an employee of a church or a convention or association of churches, including a tax-exempt organization ...

A custodial account invested in mutual funds must provide that amounts will not be made available before the employee dies, attains age 59½, has a severance from employment, becomes disabled within ...

Annuities are contracts with insurance companies that can minimize risk, provide steady retirement income and reduce taxes — reduce, but not eliminate. Annuities are complex financial instruments and ...

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 ...