Explore the ins and outs of a 403(b) annuity rollover to an IRA, including its benefits, eligibility, tax implications, and ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

Annuities allow you to grow your money on a tax-deferred basis. Some withdrawals from an annuity are taxable, and some are not. You can switch your annuity to another provider tax-free. Annuities are ...

Certain annuities offer more stability than others, especially in this shifting interest rate and market landscape.

Choosing the right annuity can give you peace of mind — and help your spouse stay financially secure while keeping inflation ...

The purpose of annuities is to create a guaranteed fixed income stream, either now or in the future, as part of your investment portfolio. While many older investors use annuities to create a ...

The tax benefits of private placement variable annuities for wealthy clients are drawing scrutiny and calls for a federal crackdown — but they're not going away anytime soon. Deferral or the outright ...

Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

You can cancel an annuity at no cost during the “free-look” period, but after that point it can be much harder and more costly. Some annuities have limited withdrawal provisions and most will let you ...

Annuities spark plenty of debate between investors and financial advisors. These retirement savings vehicles are insurance products, and, like any other financial instrument, they have advantages and ...

Nassau Financial Group (“Nassau”) today introduced Nassau Bonus Annuity Plus SM, a bonus fixed indexed annuity designed to give people confidence that they can reach their retirement goals. “The ...