The amount you receive will depend on multiple factors, including your age, health and the size of your annuity payments. You’ll receive a discounted amount compared to the total value of your ...

Typically you should consider an annuity only after you have maxed out other tax-advantaged retirement investment vehicles, such as 401(k) plans and IRAs. If you have additional money to set aside ...

Annuities are financial products that can serve as reliable sources of retirement income. Financial advisors frequently debate the pros and cons of annuities, but many retirement savers appreciate ...

An annuity is an insurance product that pays out income, and can be used as part of a retirement strategy. Annuities are a popular choice for investors who want to receive a steady income stream ...

Also, the longer the payout period remaining on your annuity, the higher the potential lump sum value. The discount rate ...

If you’ve been considering adding an annuity to your retirement plan, you’ve probably noticed that opinions vary widely as to whether it’s a good strategy. Many people, potentially including ...

Morningstar Annuity Intelligence is a comparison research tool that helps you uncover the strengths and weaknesses of annuities. This tool offers active and historical data on nearly all variable ...

For valuing a CRAT annuity interest, instead of a fixed discount rate, the federal tax code prescribes one — the “§7520 rate” — which fluctuates monthly in conjunction with applicable ...

A $750,000 annuity can generate income without risking the principal. Different annuity types, including guaranteed income annuities, act as a shield against market volatility and an insurance ...