Are you employed by an educational institution, church, or nonprofit? If so, there’s a retirement savings program authorized by section 403(b) of the Internal Revenue Code that allows eligible ...

Understanding the tax implications of annuities is key when planning for retirement. Annuities, and their tax benefits, are often misunderstood by clients but also by the financial advisers and ...

Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer ...

Pension Deductions has designed an online calculator that allows professionals to estimate their potential contributions to a cash balance plan in seconds.

When you think about estate planning, wills, trusts and life insurance usually top the list. But annuities deserve a spot in the conversation, too. Beyond providing reliable income in retirement, ...