Explore the intricacies of making annuity withdrawals before 59 ½ - its types and exceptions. Understand the reasons, ...

These "bowling bumper" annuities limit losses but also cap gains, with surrender charges up to 8% for early withdrawals.

Learn which annuity fees are fair and which drain your nest egg. Financial planner Roland Chow explains how to spot ...

Imagine this. You’re using your own retirement money — money you’ve already worked a lifetime to save — to pay for long-term ...

Three-legged stool of retirement planning has grown a bit wobbly over the years as fewer workers can rely on a pension.

The Office of the Pension Funds Adjudicator (OPFA) has dismissed two complaints from members who were unhappy with their ...

Pension annuity sales increased by a quarter (24 per cent) last year to reach a 10-year peak of 89,600, numbers from the Association of British Insurers show.

Experts reveal middle-class retirees' biggest fears—outliving savings (43%), healthcare costs, market crashes and emergencies—plus strategies to address each.

Annuities provide guaranteed lifetime payments throughout retirement regardless of stock market ups and downs.

In a recent policy forum, industry experts offered their take on what’s hot in investments that will grow retirement plans and increase retirement income, as well as how the resulting revenue is being ...

I’ve received letters from the thrift savings plan (TSP) and from my IRA holder that I am subject to RMDs this year. I’ve ...

In 2024, 68% of plans offered installments and 43% allowed ad hoc withdrawals - both sharp increases over the last decade.