Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract, or QLAC. You buy the annuity with pretax money (up to a ...

Lady Luck was present and accounted for when a woman from Sandusky, Ohio, won big in the state’s 50th Anniversary scratch-off ...

In 2025, an individual can give up to $19,000 to as many people as they wish without reporting the gift on a tax return or ...

Retirees facing a $400K lump sum or $2,000/month pension are not just picking a payout style, they are locking in how much ...

Marc Rowan is on a mission to redefine private credit. The future of the company he leads, Apollo Global Management Inc., ...

The newest Powerball jackpot headline number is staggering, but the life-changing figure that really matters is the amount ...

Discover the benefits and drawbacks of using your 401(k) to pay off your mortgage, including tax implications, retirement savings impact, and interest savings.

High costs of long-term care necessitate discussions with clients of strategies to most effectively cover this contingency.

It's difficult to determine just how much money you'll need in retirement when you can't predict the future. Some people worry they'll outlive their savings, while others may fear they're living too ...

For those reasons, “Ordinary” has fast-tracked the 25-year-old singer/songwriter into mainstream musical fame, coming to a head in November when he earned his first Grammy nomination. The nomination ...

Annuities provide a guaranteed monthly income for life, making them an increasingly popular strategy for Americans worried about outliving their savings in retirement. Total U.S. annuity sales reached ...