No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

The idea of running out of money at some point in life can be scary. But as good a job as you might do of saving for ...

Annuities offer guaranteed income and tax-deferred growth, but downsides may include high fees and opportunity costs.

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

For many, guaranteed income makes an annuity a desirable retirement choice. The biggest concern with annuities is that you can miss out on big returns during bull market runs. Are you ahead, or behind ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Annuities are a way to secure a steady income stream in retirement. But like many investments — including bonds, savings accounts and certificates of deposit — certain types of annuities are impacted ...

Along with CDs, fixed-rate annuities often pay more than money market funds and savings accounts. If you’re nervous about ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Not all annuities — or annuity rates — are created equal, though. In ...

The National Pension System's exit rule eased, allowing more flexibility with annuity purchases. Retirees must carefully ...

An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...