No matter what you call them—“consolidators,” “aggregators,” or the newly popular “mega RIAs”—today’s large wealth management firms pursuing acquisitions, roll-ups and tuck-ins all share a common goal ...

Annuities are among the most controversial financial planning tools. These insurance products have a reputation for being sold to clients who may not need them, but there are several legitimate ...

In recent years, there has been an increase in the sale of individual annuity contracts to participants in defined contribution (DC) plans, and most of these sales are of individual variable annuity ...

Most retirees dismiss annuities too quickly. The qualified longevity annuity contract might be the one they have overlooked ...

In an uncertain economy fueled by high interest rates, annuities are more popular than ever. Last year, annuity sales soared to a record-high $385.4 billion in the U.S., a whopping 23% increase over ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Combining annuities with IRAs or 401(k)s can be powerful. Annuities ...

Fixed index annuities provide market-linked growth for your money and protect your principal. But returns are capped, and fees can be significant. A fixed annuity could provide partial protection ...

Lindsey Crossmier has been a financial writer since 2022, and has been regularly quoted as an expert in outlets such as U.S. News, GOBanking Rates and Yahoo! Finance. She leverages her Yale financial ...