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 ...

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

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 ...

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 ...

Within the financial services world, few products kindle stronger opinions than annuities.

Tips for navigating fees, features, and fine print to protect your retirement income Jen Hubley Luckwaldt has over 15 years of experience writing and editing personal finance content. Her passion is ...

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

Annuities are a tool that can create reliable retirement income that can last as long as you do. Each annuity is a contract between you and an insurance company: You provide the company money now, and ...

Employers have done a lot of work over the past two decades to make it as simple as possible for American workers to save for retirement. Many employers automatically enroll new hires into 401(k) ...