Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) have significantly more savings than those who don't.

Although most 401 (k) plans offer a Roth 401 (k), not every retirement plan offers one. If you qualify as a higher earner but ...

It’s not just multinational corporations looking to shelter cash. Individuals are stashing anywhere from $8.7 trillion to $36 ...

Tax Talk offers some last-minute income tax filing tips. Read these then act quickly as you only have a few business days ...

Hedged Equity Income ETF offers 9% yield with monthly, tax-efficient distributions & mild downside protection. Read more on ...

San Jose is exploring a potential revenue measure, possibly a parcel or sugary-beverage tax, to help fund its park system.

Year-end is when many employees and executives choose how much of next year's income to put away for the future via nonqualified deferred compensation (NQDC) plans. Nonqualified deferred compensation ...

MetLife’s annuities will be available on Alight’s benefits platform, which serves nearly 12 million defined contribution plan participants. MetLife Inc. and Alight Inc. announced on Wednesday a ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans. The rule, which was created ...

If you’re serious about financial security in retirement, you can’t rely on Social Security alone. For most people, those checks cover only a fraction of their living expenses. According to the Social ...

If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...