It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax advantages, annuity taxation has several intricacies that must be understood ...

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 ...

Annuities are financial products that give you a steady income stream when you retire. You can contribute to these insurance products with tax-free dollars and then pay taxes when you receive ...

A fixed index annuity (FIA) balances between security and growth potential by linking returns to a stock market index while protecting against market downturns. It’s a popular choice for retirement ...

When it comes to your retirement, the financial products you rely on have complex tax rules — to say the least. If you contribute to a 401(k) plan, Roth account,... When it comes to your retirement, ...

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 ...

Life insurance and annuities allow individuals to invest tax-deferred, but they pay policyholders differently. Learn how each works.

The MarketWatch News Department was not involved in the creation of this content. To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income.

Do you want to make sure that your financial future is secure? If you’re looking for a solution, annuities may be the answer. Often misunderstood, annuities can be helpful for various financial ...

How to know whether annuities fit into your retirement plan.

Adam B. Frankel is a personal finance writer and financial adviser with over 30 years of experience. When he’s not managing money in the stock market, he teaches financial topics and other core ...