What is an annuity? Advisors run into that question a lot. Despite the fact that annuities have been around for years, many consumers just don’t get it. That lack of understanding gets in the way of ...

Qualified Longevity Annuity Contracts (QLACs) were first introduced in 2014 by the IRS and the Treasury Department as a way for people to use their Traditional IRAs (and some employer sponsored plans) ...

Source: Flickr user Simon Cunningham. Wall Street is notorious for creating financial products that are difficult to understand. One such product is the annuity, and even experienced investors often ...

A few months back, a prospective financial planning client came into my office to get my help determining if she has built up enough wealth to retire comfortably. Let’s call her Frazzled Francine (not ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

When it comes to saving for your retirement, you may have different options depending on where you’re employed. One of those options could be a tax-sheltered annuity (TSA). Here we’ll answer what ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. A variable annuity is a way to get the stability of a ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But if you've started exploring your annuity options, you've likely run ...

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Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a ...

The Financial Conduct Authority has bowed to pressure from providers and changed the way it defines third way annuity products. In the FCA’s report on pension freedom collection data, published in ...

Many people have strong feelings about this financial product without even knowing the definition of what an annuity is. Wall Street is notorious for creating financial products that are difficult to ...