Annuities can help you plan for your retirement by providing a guaranteed source of income for you and your family when you reach your golden years. They aren’t the simplest of investments, though, ...

Ruark Consulting, LLC today released new industry mortality tables for variable annuity (VA) and fixed indexed annuity (FIA) products. The tables are derived from the company’s 2018 studies of VA and ...

In a case this year ( Gribauskas, 116 TC no. 12), the Tax Court ruled that future payments of lottery winnings must be valued for estate tax purposes using the IRC section 7520 valuation tables. This ...

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Speaking at Money Marketing’s annuity round table, Norwich Union head of annuity propositions Darren Dicks said that the regulator’s tables are not clear and do not give customers a fair reflection of ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Investopedia / Hilary Allison The present ...

As more states start using lotteries as revenue sources, CPAs will face an increased number of tax questions from winners. Recently the Fifth Circuit Court of Appeals considered how to value for ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

Athene USA rose six notches to the No. 2 position in indexed annuity sales for the fourth quarter 2016, according to industry tracker Wink's Sales & Market Report. In April last year, Athene USA ...

These tables display the best annuity rates available from a panel of leading providers including Standard Life, Aviva, Legal & General, and many more. The rates shown below are based on a fund value ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Cliff Veitch will stop working full time at the end of February, just before he turns 58 in March. The lawyer ...

SIMSBURY, Conn.--(BUSINESS WIRE)--Ruark Consulting, LLC today released new industry mortality tables for variable annuity (VA) and fixed indexed annuity (FIA) products. The tables are derived from the ...