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Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current indivi

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

One tool to consider as part of an overall college saving strategy is a fixed or fixed indexed annuity. A significant benefit of these produ

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci