No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

A common fear among retirees is running out of money. Though inflation isn't as high as it was in previous years, the cost of living is considerably higher today than it was just five years ago, and ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Are you ahead, or behind ...

How about a nice, secure lifelong income? In fact, lifetime annuities may be an unexamined solution for the dilemma millions of Americans face today. The problem is this: Like it or not, you and I ...

Fixed index annuities provide market-linked growth for your money and protect your principal. But returns are capped, and fees can be significant. A fixed annuity could provide partial protection ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But as reassuring as annuities may seem, the reality is that these ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...

Allowing individuals to retain a larger share of their corpus will give them the freedom to design retirement income ...

There are two pretty entrenched camps on indexed universal life and annuities. And those two camps don’t seem to like each other very much. I wouldn’t classify the conflict on the level of the ...

When it comes to retirement planning, everyone has their own goals in mind, but one thing nearly everyone wants is predictable income. And, at a time when the stock market seems to swing on every ...