Annuities get a bad rap, often labelled “too expensive”, “crammed with hidden fees,” or just “not a good investment.” Here’s the thing, though. All this criticism often lacks specific financial ...

The more complex the annuity, the worse it typically is for the consumer. But even so-called simple annuities have important distinctions. Here, I examine two kinds of simple annuities: single premium ...

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 ...

A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...

I recently caught up with my Uncle David at a family wedding. While shooting the breeze, he told me that he had just retired. He reminded me, after all, that he had just turned 65. However, he was ...