About 50 million workers lack access to employer-sponsored retirement plans, a hurdle to setting aside money for old age.

Often, annuities are regarded as “set it and forget it” investments. You sign the contract, fund the account, and wait for ...

The problem with overreliance on Social Security.

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will ...

Over the past several decades, society has undergone a notable cultural shift — one marked by the transition from full-service gas stations to self-service pumps. This evolution reflects a broader ...

Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss basic information about annuities and their pros and cons is Christine Benz, ...

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

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.

A cash refund annuity ensures that any remaining sum paid in premiums is returned to a beneficiary if the annuitant dies before breaking even.