I proposed a simple portfolio of six positions to buy instead of an annuity. The goal was 6.5% income to be competitive with an annuity. I take a look at how the selections have performed since they ...

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 ...

Retirement savers hear constantly that guaranteed income is priceless, yet few topics divide experts more sharply than ...

Like I’m sure that you do as well, I have a friend who has no trouble dating. He’s by no means some creep who abides by questionable tactics championed by... Like I’m sure that you do as well, I have ...

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 ...

I introduced the Simple Retirement Portfolios to investors more than three years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...

It’s not cryptocurrency! It’s not some hedge fund. Or junk bonds. It’s easily understood and won’t be seen as a fad in future years. I’ve described it as a product that “doesn’t make your retirement; ...

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 ...