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 ...

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 ...

You’re in good company if you saw this piece’s headline and are unsure about how an annuity works, let alone how it might impact your taxes. Despite being a potentially valuable retirement tool, data ...

Understanding the tax implications of annuities is key when planning for retirement. Annuities, and their tax benefits, are often misunderstood by clients but also by the financial advisers and ...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It's important to know the answers to these questions ...

Under the Pension Protection Act of 2006, an annuity issued after December 31, 2009 may include a qualified long-term care insurance rider. Under these rules, inclusion of the rider will not trigger ...

Annuities are often part of clients’ portfolios. They can be very complex products or very simple. The tax treatment of annuities can vary depending on the type of annuity and whether it is owned in ...

Many investors wonder what role annuities should play in their retirement planning. We lay out the pros and cons of a common annuity product versus simply consuming out of invested wealth. Converting ...

Annuities can provide retirees with a guaranteed stream of income, but choosing the right type is key to making the most of these products. Making the selection requires learning about the major ...