For deferred variable annuities with income riders supporting a guaranteed lifetime withdrawal benefit, the guaranteed withdrawal rates or payout rates are most typically based on the age that ...

Deferred compensation allows individuals to delay receiving part of their income until a future date, often during retirement. This strategy is appealing for retirement savings and tax management, as ...

We recently wrote a piece showing how much income you can expect to receive every month from different types of annuities, including fixed, immediate income annuities and deferred income annuities.

Discover how accruals affect company finances, with insights into the accrual accounting method, its applications, and examples illustrating its principles.

If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...

With April 15 right around the corner, it is timely to revisit the tax advantages of MLPs and MLP ETFs. MLPs tend to be known for their generous yields, which are currently around 8.0%, but fewer ...

Is there a QLAC in your future? Not disability insurance from that noisy duck of TV-ad fame, but a qualified longevity annuity contract. QLACs are a new form of deferred income annuity (DIA) promoted ...