19 Dec How much will I owe in state tax on this inherited IRA?
If it's not a Roth, the government will want its tax bite....
29 May Can I use my annuity RMDs to fund a Roth IRA?
There are specific eligibility rules to invest in a Roth IRA....
28 Feb Can I take my RMDs from annuities all from one account?
If you mess up your RMD, you could face costly penalties....
20 Sep How do I figure out the taxes owed on my annuity payouts?
There's a lot to unwrap when looking at what makes up your annuity payments....
05 Sep I have extra money. Should I consider an annuity?
Annuities can be right for certain investors, but there are caveats....
30 Aug Should I take my annuity monthly or all at once?
Before deciding, you need a close look at your entire financial situation. ...
31 May I’m trying to plan for my dad. What happens with his annuity and Medicaid?
There are income limits before you can qualify for Medicaid....
04 Apr I want to cash out annuity to pay reverse mortgage. What’s next?
It's smart to seek out a professional for big money decisions. ...
03 Feb What’s the best way to identify a high quality annuity?
You can find highly rated annuities. Just make sure they're right for you....
04 Jan Should I get out of this annuity for higher interest rates?
Getting out of an annuity early can be a very expensive proposition. ...