Explore the key differences between annuities and CDs, focusing on tax deferral benefits and income distribution flexibility.

Discover how to make informed annuity choices for a secure retirement income. Learn about cash withdrawals, legacy planning, ...

With many federal employees unexpectedly losing their jobs, now is a good time to review some essential tax rules.

Thanks to the Pension Freedoms legislation, Britons now have more choices in managing their retirement income, but there are ...

Even couples in the same tax bracket may benefit from pension income splitting. That’s because allocating up to $2,000 in ...

As a rule of thumb, however, the state pension typically ends upon your death and cannot be claimed by your spouse or civil ...

Wade Pfau recommended reverse mortgage lines of credit as 'buffers' during the pandemic, which could make a comeback amid ...

These days, retirement planning has to focus on three areas: long-term growth, dependable income sources, and emergency ...