Social Security will replace only about 40% of your salary, on average. A solid financial plan will help you plug the gap so ...

Want to retire in the UK? You'll need to do plenty of planning, but the benefits of living in a diverse country near the rest ...

Type of annuity. An income annuity is a contract that produces only income. This type produces the most income because it ...

For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace ...

The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies ...

Just in time for Prime Day, Mississippi is celebrating a tax holiday in July. Find out how you can save on back-to-school ...

People like you with multiple children tend to go out of their way in the course of estate planning to make things fair. That ...

Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.

Being nervous about retiring in a volatile market is a red flag that you're relying too heavily on your investment portfolio, ...

The Centers for Medicare and Medicaid Services (CMS) will implement prior authorization requirements for certain traditional ...

When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every ...

Experts agree that while you don't have to spend three figures on your products, some higher-priced items have value.