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 ...

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, ...

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.

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.

I’m 68, single and retired. I started claiming Social Security at 65 and my house is paid off completely. I have two fixed annuities: one for $300,000 at 5.5%, due to mature in 2026, and one for ...