They can be a secure way to avoid outliving assets—but watch out for fees ...

BenaVest expands Baltimore annuity contracting for 2026, helping agents offer retirement income and asset protection ...

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.

The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans ...

When planning for retirement, one of the biggest decisions you’ll face is how to generate consistent, tax-efficient income. Two common options, annuities and Roth IRAs, serve very different purposes, ...

Inflation, turbulent markets and uncertainty around Social Security have many Americans losing sleep over retirement. But new research shows one group is more confidence than most. Nationwide’s latest ...

It’s common for people to think of retirement planning in terms of spreadsheets, savings goals, and stock market charts. What you probably do not imagine is a superhero swooping in to protect your ...

A proposed bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover ...

In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients. This is not just from research, but from my lived experience. In ...

The IRS charges an excess accumulation penalty if a retirement account owner or beneficiary does not withdraw the required minimum distribution (RMD) for the year.

They are treated differently when you pass away – unlike most assets – and misunderstanding that can derail your succession plan.

Over the past several decades, society has undergone a notable cultural shift — one marked by the transition from full-service gas stations to self-service pumps. This evolution reflects a broader ...