Financial Planner and Wealth Manager at Wealthstream Advisors, Michael Goodman, joined Yahoo Finance Live to break down the basics of annuities. ADAM SHAPIRO: We want to talk about annuities and the ...

Annuities are complicated. And the jargon that professionals use to discuss them does not help. That’s because the word “annuity” actually refers to a broad range of financial products. To help ...

1. Annuity exclusion ratio rules have wrinkles. If you're not already a tax lawyer, a tax accountant or the holder of the Chartered Life Underwriter designation or the equivalent, with extensive ...

Running out of money in retirement is a real fear, one that prompts some people to spend too little when they stop working. Instead of outliving their money, their money outlives them. For others, ...

Indexed annuities account for four out of every 10 fixed annuity sales, after just being introduced 16 years ago! Although IAs may be fairly immature in terms of the product life cycle, their sales ...

The fear of running out of money consistently ranks as a top concern for retirees and soon-to-be retirees. And yet, despite their anxiety, many people I talk to have never considered using an annuity ...

A charitable gift annuity offers an interesting and beneficial option to the philanthropically-minded individual. Not only does this arrangement allow you to support your favorite charitable ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...

Careful scrutiny of your retirement plans requires you to factor in annuities to balance your investment portfolio. Annuities remain reliable investment vehicles to generate a guaranteed income ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...