I proposed a simple portfolio of six positions to buy instead of an annuity. The goal was 6.5% income to be competitive with an annuity. I take a look at how the selections have performed since they ...

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

Like I’m sure that you do as well, I have a friend who has no trouble dating. He’s by no means some creep who abides by questionable tactics championed by... Like I’m sure that you do as well, I have ...

I introduced the Simple Retirement Portfolios to investors more than three years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...

Rolling your individual retirement account (IRA) or 401(k) into an annuity may sound complicated, but fear not — it may be straightforward and tax-free if done correctly. There are a couple of ways to ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. When it comes to retirement planning, annuities are one of the financial ...

Higher interest rates made annuities more attractive in 2022. Better quality products are increasingly available, but consumers still need to read the fine print. By Tara Siegel Bernard In a kinder ...