Pairing an annuity and Social Security can have a big, and perhaps surprising, impact on your retirement plan.

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

Pension annuities provide a reliable source of income ... Remember, the tax landscape is complex and your personal tax ...

Pensions have been a cornerstone of retirement in America for decades. Imagine working for the same employer for decades, then receiving a guaranteed income after retirement. This was a promise of ...

Discover how to make informed annuity choices for a secure retirement income. Learn about cash withdrawals, legacy planning, risk appetite, and more to ensure your financial future.

The report highlights a shift from the old pattern of starting retirement planning closer to age 50. Millennials and Gen Z ...

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Winning a lawsuit can bring financial peace of mind, but a lump sum windfall can produce certain pitfalls that a structured settlement may avoid.

What is an annuity rate? Buying an annuity involves converting your retirement savings into a guaranteed income. Annuity rates determine how much income you'll get. For example, if you have a pension ...

Johan Werth, Franchise Principal and Financial Adviser from Consult by Momentum, shares common pitfalls to avoid this tax ...

The future of the state pension is under the spotlight again. Fresh calls to scrap the triple lock guarantee have raised ...

The stress of wondering how they will fare financially later in life is fueling Americans' growing interest in guaranteed ...