We compared annuity companies based on their external ratings, minimum investment, product offerings, licensure, complaints, ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Without the right protection in place, even the most well-crafted ...

As of the writing of this column, there are 14 states that have enacted legislation requiring certain employers to offer a retirement savings plan to their employees. These are plans for employers ...

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn't always obvious. Some coverage becomes less necessary ...

Both Roth IRAs and life insurance policies can provide access to tax-free income in retirement. Roth IRAs have income limits, and gains generally can’t be accessed without penalty before age 59½. The ...

We break down the tax implications, advantages and downsides of using your cash value to supplement your retirement savings ...