For deferred variable annuities with income riders supporting a guaranteed lifetime withdrawal benefit, the guaranteed withdrawal rates or payout rates are most typically based on the age that ...

If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...

We recently wrote a piece showing how much income you can expect to receive every month from different types of annuities, including fixed, immediate income annuities and deferred income annuities.

With April 15 right around the corner, it is timely to revisit the tax advantages of MLPs and MLP ETFs. MLPs tend to be known for their generous yields, which are currently around 8.0%, but fewer ...

Many business owners eventually face the question of how their investments should be taxed. Choosing between tax-free, tax-deferred and taxable options — or blending them — can shape how your money ...

Researchers (including us) often find that retirees can benefit from partial allocations to annuities. But what should be done with the rest of the portfolio after the annuity has been purchased? Most ...

Is there a QLAC in your future? Not disability insurance from that noisy duck of TV-ad fame, but a qualified longevity annuity contract. QLACs are a new form of deferred income annuity (DIA) promoted ...