But you may still be confused about exactly how much you need to withdraw -- and from which accounts. To make things more complicated, RMD rules have changed over the last several years. That can lead ...

Retirement expert Jean Chatzky shares how pre-retirees should manage their portfolios during this unique economic moment. She ...

After decades of hard work, the ultimate goal for most people is to have a confident retirement. However, pursuing this state of financial independence requires more than just a large nest egg. The ...

Probably not, even if you're in your 70s or 80s, but it depends on your circumstances and the kind of annuity you're ...

If your FRA monthly benefit is $2,778, for example, waiting until 70 would boost that to $3,575. Starting at 62, though, will result in a monthly payment of just $1,822. The Social Security Quick ...

With foreign stocks outperforming domestic stocks, investors are getting products tied to international indexes with downside ...

Quick Summary A Reddit user who invested $35,000 in a high-fee annuity at 25 now says much of his long-term growth was eaten away by costs, leaving him unsure whether to keep, surrender, or ...

A proposed bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

North American life insurers are heading into 2026 with balance sheets and earnings power that continue to support strong ...

Investors are becoming increasingly risk averse as affordability pressures erode financial confidence and reshape retirement ...

A decade ago, the insurance industry made a huge annuity sales pitch to pre-retirees, offering them“ variable” or“ indexed” annuities with potential stock market growth— and typically with an attached ...

Swiss Serenity is a Swiss company based in Porrentruy, specializing in locating unclaimed second pillar assets. The company ...