An annuity is a capital investment that pays out a fixed sum at regular intervals over an agreed period. A simple calculation illustrates how the fund will grow over the specified term. Typically, ...

A recent study examined how different demographics should approach annuitizing to best position themselves against healthcare shocks in old age, including the need for long-term care (LTC).

Many insurance agents are curious about exclusive distribution arrangements for indexed annuities but they also find the arrangements to be a bit of a puzzle. That is even though exclusive ...

Receiving $30,000 in annuity income can reduce your RMD if the annuity is in a traditional retirement account. It’s important to consider your risk tolerance and long-term goals before committing to ...

The Sixth Circuit Court of Appeals ruled in Carol J. Negron v. U.S., docket no. 07-4460, that the IRS annuity tables of IRC § 7520 provide a realistic and reasonable estate valuation of a state ...