The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

Maryland does not tax Social Security benefits, representing a major benefit for seniors in the state. For those who itemize ...

Those considering retiring in Puerto Rico may find the lower cost of living and favorable tax breaks a major advantage in ...

Navigating the rules around Medicare can feel overwhelming — especially when mistakes can end up costing you dearly. You ...

Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it's also vital to consider long-term capital gains taxes, or the amount you'll ...

The guidelines issued at the end of January mandate insurance companies with annuity portfolios to have at least one qualified actuarial expert on their team. The circular partly read ...

This scenario is where an annuity can come in and save the day. In this specific case, where someone is looking to offset longevity risks, the easy recommendation is to choose a Qualified ...

In the DIY digital era, where people enter stock trades on Robinhood through a smartphone app, the notion of not managing one’s own retirement funds may be considered quaint and an anachronism.

In recent years, a wave of retiring baby boomers and high interest rates have helped fuel record-breaking sales in the annuity market. From 2022 to 2024, annuity sales topped $1.1 trillion ...

Robert F. Kennedy, Jr. was confirmed today to head up Medicare. Here are five ways his leadership might change your ...