Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes ...

"Everyone has different goals and priorities in retirement, so maximizing a $750,000 annuity payout will look different for each person," Stepanek said. For example, if having guaranteed income ...

Volatile markets and still-high interest rates have sparked renewed interest among clients in annuities, which provide a stable income in the long term and can help mitigate longevity risk.

Once retirement starts, you shouldn't be withdrawing as much as you need from your retirement coffers, hoping they'll last. Remember, you may well live to 90 or 95 or beyond, and if you retire at 65, ...

Explore the key differences between annuities and CDs, focusing on tax deferral benefits and income distribution flexibility.

Some pension plans offer a hybrid option that combines the benefits of both a lump sum and an annuity. For example, you might choose to take 30 percent of your pension as a lump sum and convert ...

GBU Financial Life (GBU Life) has introduced the Defined Benefit Annuity Retirement Security Solution, a groundbreaking approach to retirement planning. Developed in partnership with Wealth2k, Inc., ...

Developed in partnership with Wealth2k, Inc., this solution integrates a fixed index annuity with advanced planning software.