Annuities provide periodic payments for an agreed-upon period of time, either now or in the future, for the annuitant or beneficiary. You can annuitize the annuity by making monthly, semiannual, or ...

You may think saving for retirement is as simple as throwing a few bucks into your 401(k) every paycheck. However, accounting for retirement’s complexities and costs goes beyond piling up money in an ...

Learn how the present value interest factor (PVIF) formula helps evaluate the current value of future sums and analyze annuities effectively.

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

Paying taxes on an inheritance can be tricky, and that may be especially true if you’re dealing with an inherited annuity. The tax liability changes based on how the annuity was funded, whether it’s ...