The Labor Department fiduciary rule had raised the legal bar for brokers, insurance agents and others who gave advice to roll ...

The Trump administration rolled back several Biden-era policy changes about fudiciaries in the financial industry. Here's ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. These rules act as practical guidelines, and understanding them before ...

An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each payment are taxable because the original contributions were made with after-tax ...

The annuity industry is shifting quickly, and the changes coming in 2026 will demand more from every financial professional. We're getting more questions than ever about protected income, taxes and ...

The US Department of Labor has withdrawn a direct final rule that would have eliminated a long-standing regulatory safe harbor for selecting annuity providers in workplace retirement plans, following ...

Americans are increasingly reshaping how they approach retirement, with new research showing growing optimism about retirement prospects alongside a decisive shift toward flexible, non-traditional ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Many investors gain penalty-free access to retirement accounts at age 59½ ...

Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...