Annuities allow you to grow your money on a tax-deferred basis. Some withdrawals from an annuity are taxable, and some are not. You can switch your annuity to another provider tax-free. Annuities are ...

An annuity is a financial product designed to provide a steady income stream during retirement. It is a contract between you and an insurance company, where you make a lump-sum payment or a series of ...

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, ...

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.

For starters, you will pay fees and may sacrifice higher returns for an annuity’s stability and guarantees. Here's what else you need to know in order to make an informed decision.

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 ...

Annuities can serve as a defense mechanism against inflation and longevity, making them an important part of the retirement plan.

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...