The IRS Publication 915 (2024) offers now a comprehensive guide to help you determine if your benefits are taxable, how to ...

Both RTX and SUNY stand out from other employers in their early adoption of annuity products. Of the 200 largest employers ...

The nearer you are to retirement, the more pressure you are under to make sure you have a reliable and steady source of income for the remainder of your lifetime. Social Security and pensions are ...

Some plans allow you to purchase annuities, which are another option for funding retirement. Annuities are not a common option in 401(k) plans, however. Even though including this option might ...

Accounts that pay out right away are called immediate annuities. They can be a good choice if you're close to (or already in) retirement. Since they don't have as much time to accumulate interest ...

In South Africa, vehicles such as pension funds, provident funds, and retirement annuities offer robust growth and significant tax benefits, making them indispensable tools for securing your ...

The outrage caught the attention of lawmakers, and although it took more than a decade, federal legislation to protect workers’ retirement savings was signed into law in 1974: the Employee ...

Not typically - even though that's a popular sales pitch by insurance agents. One of the big advantages of an annuity is that your money grows tax-deferred. But you already get that tax-deferral ...

If phantom income is not properly analyzed by counsel and the court in a matrimonial case, the result perforce may be ...

Long after workplaces started using these retirement plans in place of traditional pensions, they are finally reaching a tipping point. Around 70% of private-sector employees in the U.S. now have ...

Full retirement age varies by birth year and is 67 for those born in 1960 or later. Claiming Social Security before FRA reduces benefits while delaying increases them. Working after FRA doesn't ...