Annuity fees include commissions, administrative costs, expense ratios and more. How much is too much and how do you know if ...

One in eight people intending to purchase an annuity would not consider switching their pension provider, even if they could ...

A deferred annuity is a long-term contract with an insurance company that provides future income—often for life—in exchange ...

Market volatility, product complexity, and rampant misinformation all drive the case for advisors helping clients get ...

It is possible to split the claim across three different insurers. Once you make a claim with an insurer, you can submit the ...

The central issue in all cases revolved around the allowance of certain exemptions claimed by the employees on their salary income, specifically concerning benefits received under a Voluntary ...

Under current inheritance tax rules, families are allowed to gift large sums of cash and/or assets tax-free in the seven ...

If enhancing my UK pension will push me into the higher tax bracket, is it worth making voluntary contributions?

Brighthouse Financial, Inc.'s preferred stocks are rated Sell despite high yields. Click here to find out why I rate BHS ...

Your pension isn’t just about how much you’ve saved – it’s about how you draw it down. Understanding the real impact of your ...

Relying solely on accumulated savings is no longer a viable strategy. Instead investors must build diversified income streams ...

Annuities give you a guaranteed stream of income in retirement, but they aren’t created equal. With hundreds of annuities in the market to choose from, some will cost you more than others.