Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. When it comes to retirement planning, annuities are one of the financial ...

Rolling your individual retirement account (IRA) or 401(k) into an annuity may sound complicated, but fear not — it may be straightforward and tax-free if done correctly. There are a couple of ways to ...

Automatic contributions directly from your paycheck make your 401(k) a powerful tool. The tax advantages of a 401(k) help boost your compounding interest. Fairly high limits make becoming a ...

I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

I'm doing semi-regular updates on these portfolios and their performance. The following article is the update for the first half of the year. Investment markets had a roaring start to the year, with ...