Vanguard's new 401(k) fund allows select people to buy annuities ...

It’s rare that an executive of a major annuities producer acknowledges that the products are hard to understand and exasperating for clients and advisors alike. But that’s what happened earlier this ...

One possible strategy is for her to resign, preserve the retirement fund, and then transfer it into a living annuity.

It might feel as if the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

While there's no-size-fits-all strategy, doing Roth conversions, continuing to work, and strategizing withdrawals from accounts can help you lower your RMDs.

The old "safe" withdrawal rate is either too risky or too conservative. It is time to embrace a strategy that breathes with ...

To make an informed decision, here are the pros and cons of adding alternative investments to a retirement plan.

This article tackles the benefits and drawbacks of CDs to help you make an informed decision about where to keep your money.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

One of the main advantages of a 30-year mortgage is that the monthly payments are generally lower than other mortgage options. For example, with a $300,000 principal loan balance and 6.15% interest ...

A push by the annuities industry to make these products a default option in employer-sponsored retirement plans gained ground on Wednesday during a hearing in the U.S. House of Representatives.

Days after Zohran Mamdani won the Democratic mayoral primary in a major upset, Democrats nationally and in New York are still deciding whether to give him their full support. “We have moved from the ...