They are treated differently when you pass away – unlike most assets – and misunderstanding that can derail your succession plan.

In a case where a trust made monthly annuity payments to a beneficiary, the Ontario Court of Appeal upheld a judgment ...

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.

Bankers Life, a national life and health insurance brand that focuses on the insurance needs of Americans who are near or in retirement, today announced the launch of its Enhanced Death Benefit (EDB) ...

The Budget 2024 decision to include unspent pension pots in the scope of inheritance tax is leading to larger pots being run down by those seeking to reduce potential IHT bills, according to LCP ...

A guaranteed death benefit ensures that the beneficiary receives funds if the annuitant passes before annuity payouts start, ...

It's clear that the law supports guaranteed benefits as part of a qualified default investment alternative for participants who do not direct the investment of their accounts.

A charitable gift annuity provides lifetime income in exchange for a donation to a nonprofit, with tax benefits for the donor and organization.

IF you’re set on taking out a lifetime annuity in retirement, waiting for better rates could see you miss out on years’ worth of income. Lifetime annuities pay a guaranteed income until you ...

Changes to inheritance tax (IHT) rules for unused pension pots from April 2027 could trigger an ‘exodus of large defined contribution pension pots’, as retirees spend their savings rather than leave ...

Annuities are often pitched as a way to guarantee income and lower your financial stress in retirement. But Dave Ramsey has been outspoken for years about why he believes most people should steer ...

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