If it’s your financial adviser selling you an annuity, because they have multiple licenses, make sure you get advice from them on your whole financial picture in their fiduciary capacity.

Typically you should consider an annuity only after you have maxed out other tax-advantaged retirement investment vehicles, such as 401(k) plans and IRAs. If you have additional money to set aside ...

Annuities give you a recurring revenue stream in retirement, providing security and peace of mind. Thanks in part to the SECURE Act 2.0, which added the ability to include annuities in 401(k)s ...

While annuities allow you to turn on income via ... I also hold the IRS Enrolled Agent license, which allows for a unique approach to planning that can be beneficial to retirees and those selling ...

An annuity can ideally deliver reliable income for the rest of your life. And it can help you not run out of money later in life. But proceed with caution after reading much more about them.

Products are regulated by the SEC, and FINRA requires any brokers selling annuities to hold a state-issued life insurance license. For variable annuities, they must also hold a securities license.

Annuities are back in the spotlight, thanks to the recent market turmoil causing rates to rise. These are pension products that pay a fixed income for life once you are ready to retire, but with ...