With their money locked up and investment costs undisclosed, a captain and a sergeant described the situation as “a disaster” ...

An annuity can help you save for retirement and has favorable tax benefits. Experts caution that annuities can be complex and risky, carry high fees and are difficult to cancel. Some alternatives to ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Annuities are built for the long haul, which means taking money out of the account isn't always straightforward.

If you’re planning for retirement, chances are you've explored buying an annuity. However, the trade-off for consistent ...

An immediate annuity is an investment that begins paying out distributions the same year you deposited funds. Withdrawals can begin as soon as one month after you make your initial payment. Immediate ...

When it comes to retirement planning, many savers consider annuities as a way to secure guaranteed income. But on a recent ...

Anyone with a 401(k), traditional IRA or similar tax-deferred retirement account eventually is going to face the requirement to start taking required minimum distributions (RMDs) from their accounts.

Editor’s note: This is part four of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more than 6,500 ...

An annuity offers a stream of cash flow and the safety that you won’t outlive your income during retirement. Annuities are a popular retirement strategy, and you can buy them from an insurance company ...