An annuity is a financial product designed to provide a steady income stream during retirement. It is a contract between you and an insurance company, where you make a lump-sum payment or a series of ...

For decades, retirees chose where to live based on weather, family proximity, and lifestyle preferences. Taxes mattered, but ...

Are you employed by an educational institution, church, or nonprofit? If so, there’s a retirement savings program authorized by section 403(b) of the Internal Revenue Code that allows eligible ...

This story is sponsored by B.O.S.S. Retirement Solutions. You probably know how much money you have saved for retirement. But do you know how much money you'll owe in taxes when you're retired? "If ...

Most states don’t tax Social Security, but rules vary in the 8 that do. Get up-to-date exemptions, thresholds and new ...

During retirement, income is typically derived from annuities, such as living annuities, life annuities or a combination of ...

The threat to the tax-deferred status of retirement vehicles, including annuities, is once again at the forefront of concerns for the Insured Retirement Institute. With Congress preparing a new tax ...