Tag Archives: annuity
Cash balance retirement plans: Annuity options
Most people take the lump sum payment from their cash balance retirement plan, but the annuity might be the better choice
New Treasury Rules Ease Purchase of Annuity With 401(k)
New regulations are intended to make it easier for retirees to transfer money from their 401(k)s into an annuity that would guarantee payments until they die.
NYT > Retirement
Cut the tax bite of gifting a variable annuity
Q: A variable annuity that I’ve owned for many years has risen a great deal in value. Can I gift it to my kids? — Anthony Cupo, Fayetteville, Ind.
Expert financial advice and saving tips – CNNMoney.com
