I got a letter from my 401 (k) plan saying “Great news!” and that there’s “a new plan benefit offering steady income in ...

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for ...

Annuities provide a guaranteed monthly income for life, making them an increasingly popular strategy for Americans worried about outliving their savings in retirement. Total U.S. annuity sales reached ...

When you’re looking ahead to retirement, the limitations of Social Security are one of the key things to be aware of. The sad ...

I’m 68, single and retired. I started claiming Social Security at 65 and my house is paid off completely. I have two fixed ...

The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans ...

Most individuals struggle to commit to annuities. Often, behavioral barriers rather than the products create the greatest obstacles.

Annuities are having a moment, to the tune of $105 billion in sales for the first quarter of 2025. It’s the sixth consecutive quarter in which sales topped $100 billion. This record-setting growth in ...

Annuities reached a new sales record in the third quarter of 2025, according to LIMRA’s U.S. Individual Annuity Sales Survey, ...

Learn how exclusion ratios can optimize annuities by distinguishing tax-free returns from taxable income. Explore examples and their role in effective tax strategies.

Another quarter, another record for annuities. In the first three months of 2024, annuities enjoyed their highest first-quarter sales ever recorded. Total U.S. annuity sales for Q1 were $113.5 billion ...