Life Insurance Company of the Southwest, an affiliate of National Life Insurance Co., is facing a renewed lawsuit over allegations of misleading sales practices tied to indexed universal life products ...

Co-founders Tommy and Lindsey McCahill will continue to help lead day-to-day operations and retain a meaningful ownership stake. Tommy will move into a Chief Product Officer role and will continue to ...

A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

"Often, taxpayers lock themselves into unsuitable products just to cut taxes. Sensible tax planning should strengthen ...

Income Tax Act, 1961 allows 2 house property to be declared as Self occupied while all others are compulsorily required to be ...

Q4 FY26 small savings rates unchanged. Compare PPF, SCSS, Sukanya for tax benefits, returns, and long-term financial planning ...

Because annuities provide a guaranteed monthly income for life, they've become an increasingly popular option for Americans worried about outliving their retirement savings. According to LIMRA, U.S.

We recently featured a story on how to get more people to buy annuities. Readers had a lot of questions about it. The article—written by Olivia S. Mitchell, a professor at the University of ...

Although workers can roll over money from their 401(k) to a qualified annuity when they leave their employer, it's generally not available to current employees. Some plan sponsors are starting to ...

Try to focus on the long term, be clear about your priorities, and resist withdrawing money early ...

It’s rare that an executive of a major annuities producer acknowledges that the products are hard to understand and exasperating for clients and advisors alike. But that’s what happened earlier this ...