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 ...

Annuities are an integral part of the retirement portfolios of investors who want a guaranteed stream of retirement income. A deferred annuity is a contract that provides the buyer with a steady ...

WASHINGTON (Reuters) - Most tax-deferred annuities have gotten a bad reputation; perhaps deservedly so. Sign up here. They carry high fees and sales charges; once you're in one it's expensive to get ...

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 ...

The insurance industry predicts a new boom in variable annuities as tax deferral takes the spotlight in the near future, but financial advisers and broker-dealers aren't convinced that this will help ...

Please note: This item is from our archives and was published in 2004. It is provided for historical reference. The content may be out of date and links may no longer function. As a CPA and CFP, I ...

An annuity is a financial product designed to provide regular payments to an individual over a specified period. These are usually sold by insurance companies and can be purchased with a lump sum or a ...

It’s easy to be distracted by all that is going on both in the financial world and elsewhere. But amid these distractions, it’s crucial not to overlook the looming deadline for tax changes. And if you ...

As a follow-up to last month’s article, I want to remind all readers that the 35% bonus on our annuities remains available this month. Recall this very lucrative bonus? Bonus remains for both ...

A deferred annuity is a long-term contract with an insurance company that provides future income–often for life–in exchange for premium payments, with options like fixed, variable, and indexed types ...

A deferred annuity is a popular way to structure an annuity for those seeking retirement income. An annuity pays out money over a period of time, typically during retirement, helping ensure that ...