With an annuity, you don't have the same kind of flexibility as with a 401(k) or IRA held at a brokerage firm. Liquidity is limited and early withdrawals can trigger surrender charges. Other ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. When it comes to retirement planning, annuities are one of the financial ...

In a recent episode of her “Women and Money” podcast, Suze Orman warned about the pitfalls of variable annuities. While she acknowledged the value of certain types of annuities, variable annuities ...

The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans ...

Discover why a registered index-linked annuity offers the potential to enjoy stock market gains while also protecting you ...

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

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 ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

Learn how to find the right annuity for your financial situation, risk tolerance, and retirement strategy Nick Gallo has been a financial content marketer and journalist for over six years. He has ...

Although annuities aren’t technically investments, such as stocks, they can still be effective savings tools. There is a longer life expectancy and unpredictable expenses always come into play. As ...