Annuities are complex ... This article has been updated to clarify the lifetime estate and gift tax exemption and the tax exemption for life insurance policy loans. Profit and prosper with ...

Decades of patient investing have left this reader with substantial assets and a tax headache. Dave Baxter looks at the ...

For early retirees, using an annuity is one way to bridge the years between leaving the workforce and claiming Social ...

Someone buying a retirement income today could secure a deal that is a massive 70 per cent higher than if they had bought in ...

Charitable Gift Annuities (CGAs) made to the Southern Poverty Law Center are a strategic way to ensure your own financial ...

The Pensions and Lifetime Savings Association said schemes are required to hold increased buffers to withstand market ...