I asked ChatGPT how to pay fewer taxes in retirement and got 10 straightforward tips, including Roth timing and QCDs. Here's what every retiree needs to know.

In the 1980s, when I was in my 20s, we were advised to 'contract out' our pensions. Was it beneficial or not to do so?

Using annuities alongside the 4% rule can increase retirement income by as much as 23%. This article originally appeared here and was republished with permission.

Learn how annuitization converts an annuity into consistent income. Understand the process, options for payouts, and why it's ...

A new study from Goldman Sachs uses that reality as its baseline and offers up several research-backed methods for Americans ...

If you want the flexibility to access your money in the event of an emergency or a significant change in your financial circumstances, you’ll probably want to avoid immediate annuities. Withdrawing ...

SAN DIEGO, Calif. — Once a symbol of American counterculture, cannabis is now a path to the American dream. “We want anybody to be comfortable coming in here. We wanted to sort of break the stigma of ...

Thinking about turning your 401(k) into guaranteed income? Experts explain when rolling it into an annuity makes sense — and the risks to know first.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

A: An annuity is a contract with an insurance company. In the most basic annuity type, income annuities, you give the ...

More employers are interested in including annuities in their defined contribution plan, but misunderstandings abound.

When you retire from a pension, provident, preservation, or retirement annuity fund, South African legislation requires that at least two-thirds of your accumulated savings be used to purchase an ...