If you have a variable annuity, the cash value goes up or down based on how the market performs. This can lend uncertainty to your income stream during retirement. A variable annuity typically ...

Since April 2015, older savers have been able to take money directly from their pension, rather than buying an annuity. We ...

If you are between 40 and 50, you will be paying a lump sum into an annuity now, which removes your existing cash pool but guarantees income in 15 to 25 years. If you are married, planning to ...

You buy an immediate annuity with a lump sum of cash, while you purchase a deferred annuity with a single lump-sum payment or a series of payments. You can acquire either a fixed annuity ...

With Trump’s tariff recently causing a sudden spike in stock market volatility, it’s not hard to imagine that many folks are ...

When planning for retirement, the ultimate goal is to secure a steady and reliable income stream that lasts a lifetime. Annuities and dividend stocks are two common ways to achieve this. Some ...

Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...

Retirees can now access guaranteed income rates at 15-year highs and nearly 70% higher than the low point four years ago. A healthy person investing £50,000 ...

This week Annex Wealth Management’s Matthew Morzy, MBA, CFP® and Fred Coleman, CFP® answer your questions on: HYSA Heading Down – Stash Cash Or Something New? Claim Annuity Or Lump Sum?