The ‘4% rule’ has often been used to help with this. Originally devised by American financial planner William Bengen in 1994, ...

A six figure nest egg can feel substantial, but when you turn it into guaranteed income, the real question is how much shows ...

These can increase your tax liability and also result in penalties, fines and notices from the tax department.

A 15-member, high-powered committee has been set up to frame the guidelines for including minimum assured return schemes in ...

Planning for retirement is an essential part of financial security, ensuring that individuals maintain a comfortable ...

Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...

The new deduction can lower your taxable income and thus your combined income. It's estimated that 90% of seniors will now pay no federal income tax on their Social Security benefits. Some other ...

Vanguard Group plans to start letting workers buy an annuity within a new 401(k) target-date fund. The nation’s largest target-date fund provider will make the fund available to employers starting ...

Inflation, turbulent markets and uncertainty around Social Security have many Americans losing sleep over retirement. But new research shows one group is more confidence than most. Nationwide’s latest ...

Total third-quarter sales for all annuities were $117.0 billion, Wink's Sales and Market Report said. Sales were up 1.8% when compared to the previous quarter and up 1.5% when compared to the same ...

Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how much clients know. Annuity owners have more confidence in being able to ...

TROY, Mich.: 28 Oct. 2025 — As the broader financial services industry is pushing to deliver more personalized, digital-first experiences, the annuities industry is struggling to keep pace.