Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.