They’re unique wealth accumulation tools that can also provide guaranteed income that your client can’t outlive.

Discover how annuities are taxed and what income you might owe. Understand the impact on your retirement plan and learn key ...

Learn how investors can manage concentrated stock risk with minimal tax impact — and why CPAs should know the options.

Annuities are among the most controversial financial planning tools. These insurance products have a reputation for being sold to clients who may not need them, but there are several legitimate ...

Most retirees dismiss annuities too quickly. The qualified longevity annuity contract might be the one they have overlooked ...

Tax diversification is as important as investment diversification: Focusing on what investment goes into which account helps ...

California’s plan to hit its richest residents with a one-off wealth tax is a long shot, and its design has problems. But a look at who picks up the tab when billionaires scrimp on taxes, and how ...

WICHITA, Kan. (KWCH) — Just days after serious mold problems at Wichita Fire Station Number 15 came to light, the city council is working on a solution to make repairs at many stations needing ...

Name, image and likeness (NIL) deals have flooded college sports with hundreds of millions of dollars — but universities and team general managers have been operating with little formal oversight, ...

The UK’s largest defined contribution (DC) master trust has appointed pension insurance specialist Rothesay to co-design a bulk deferred annuity as part of its planned post-retirement offering. Nest, ...

No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income. Annuities can help do that. MEDFORD, OR / ACCESS Newswire / January 8, 2026 / The ...