Annuities provide periodic payments for an agreed-upon period of time, either now or in the future, for the annuitant or beneficiary. You can annuitize the annuity by making monthly, semiannual, or ...

Researchers (including us) often find that retirees can benefit from partial allocations to annuities. But what should be done with the rest of the portfolio after the annuity has been purchased? Most ...

Anticipating your retirement expenses is key to saving the right amount in 401(k)s, IRAs and more. Although getting exact figures might not be possible, projecting costs for healthcare, housing and ...

The future is full of uncertainty, and sometimes that can make us uncomfortable. For example, it's unsettling not to know how much income you'll have in retirement. Fortunately, there are free ...

Amid today's unusual economic environment, many retirees and near-retirees are shifting their retirement planning from growth to stability. With market instability becoming more common, inflation ...

How much money do you need to save for retirement? If you're trying to calculate a dollar amount, you're probably not looking at it the right way. It's hard to know how long a certain sum will last ...

Anticipating your retirement expenses is key to saving the right amount in 401(k)s, IRAs and more. Although getting exact figures might not be possible, projecting costs for healthcare, housing and ...

Setting a clear goal for retirement savings is one of the first steps in planning for your future. Establishing a target amount to save can help you estimate how much to invest each month and let you ...

Paying taxes on an inheritance can be tricky, and that may be especially true if you’re dealing with an inherited annuity. The tax liability changes based on how the annuity was funded, whether it’s ...