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 ...

According to the final 403(b) regulations, a facts and circumstances inquiry must be made when determining whether the availability of a loan, making of a loan, or failure to repay a loan is treated ...

Distributions excepted from the term eligible rollover distribution include any: (1) distribution that is part of a series of substantially equal payments made over the life or life expectancy of the ...

The tax benefits of private placement variable annuities for wealthy clients are drawing scrutiny and calls for a federal crackdown — but they're not going away anytime soon. Deferral or the outright ...

Annuities are contracts with insurance companies that can minimize risk, provide steady retirement income and reduce taxes — reduce, but not eliminate. Annuities are complex financial instruments and ...

You’re in good company if you saw this piece’s headline and are unsure about how an annuity works, let alone how it might impact your taxes. Despite being a potentially valuable retirement tool, data ...