All cash-value-type annuities, whether fixed-rate, fixed-indexed or variable, are tax-deferred until you take money out. If you’ve owned an annuity for many years, you probably have significant ...

Economists Mark Warshawsky and Gaobo Pang, after conducting new research, published a study that found the 4% rule has ...

"One of the most misunderstood investment strategies I've come across over the past 25 years is the variable annuity," writes Investment Adviser Representative Craig Kirsner in a recent column on ...

If you're about to retire and own an annuity, you might be considering whether to convert your investment into a series of periodic payments. The process is called annuitization, and depending on ...

A strategic balance of annuities and systematic withdrawals, tailored to individual needs, preferences and market conditions, is the key to optimal retirement outcomes, according to new research ...

Annuities can be a powerful tool for retirement planning, but they can easily feel complex and overwhelming if you’re unfamiliar with the terminology. Here’s a breakdown of the most common ...

An annuity is an investment vehicle/insurance policy hybrid through which an individual can contribute funds to be paid back to themself later on (usually during retirement) with gains or interest.