In some cases, your plan might require you to take the entire amount as an annuity, eliminating the option for a lump sum ...

Olsen, CLU, ChFC, AEP, is a comprehensive guide for people new to annuities. You’ll learn how annuities work and how to use them in financial planning. Specifically, this book covers: The different ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

During the first quarter, the U.S. convertible market, as measured by the ICE BofA All U.S. Index, declined by 2.14%, outperforming underlying equities, which fell 8.99%.

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.

Annuities are seeing record demand, and not just from the usual suspects. It's a reflection of investors' evolving priorities ...