A survey shows most workers expect to retire at 65 or later, but many haven’t calculated savings for health care or ...

Understanding each part of your federal retirement can help you plan when and how to retire and avoid surprises.

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

Annuities offer guaranteed lifetime income but carry high fees and limited liquidity. Cashing out an annuity early can trigger surrender charges up to 10% of contract value. Fixed annuities lose ...

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

The reality is sobering: The average 401 (k) balance of a Gen Xer is about $190,000, while the average balance for Boomers ...

Almost all retirees receive at least some form of guaranteed lifetime income, most commonly Social Security. For many households, Social Security represents the largest cash flow source in retirement, ...

Rachel Reeves’s inheritance tax changes encourage more people to invest in previously unloved product The government’s “inheritance tax raid” on pensions has helped drive sales of retirement annuities ...