When retirement planning becomes serious, you must consider where your investments will be held. Anyone who wants to retire at a young enough age to enjoy life has to start thinking about how to make ...

you want income payments based on any investments considered part of the annuity, generally a mutual fund. Variable annuities are risky because the payments and any rate of return will vary ...

so make sure that you ask a lot of questions and carefully review the annuity plan first. Before you invest, you should compare that fee structure with regular no-load mutual funds, which levy no ...

you have a handful of mutual funds and financial services to consider. Unfortunately, none feature the guaranteed income of an annuity. We should note that retirement income funds aren't a new idea.

This annuity type is generally invested in a mutual fund, and the value of your account rises (or falls) based on the investment. Things get interesting as a management fee can be applied ...

unlike an actively managed mutual fund, tracks the performance of a market index instead of trying to outperform it. Similarly, a fixed index annuity, also known as indexed annuity or equity ...

An annuity and an IRA both let you save money ... You can pick from a range of investments, including stocks, bonds, mutual funds, ETFs and more. You can also build your portfolio yourself ...

The premiums for fixed annuities are invested in high-quality, low-risk fixed securities such as bonds. Although fixed securities pose less risk than more volatile stocks or mutual funds ...

On October 31, 2024, the SEC censured a major wirehouse for selling mutual funds to customers when lower-priced exchange-traded fund (ETF) “clones” ...

With a variable annuity, the insurance company places a tax-deferred investment vehicle into accounts like mutual funds. Any future income derived from a variable annuity is not fixed and can go ...