Ontario, CA – September 12, 2012 – Laser App Software, the leading provider of forms automation and management software for the securities and insurance industries, today announced that The Phoenix ...

John Egan is a veteran personal finance writer whose work has been published by outlets such as Bankrate, Experian, Newsweek Vault and Investopedia. Ben is the former Retirement and Investing Editor ...

Recipients of periodic or annuity retirement plan distributions provide a Form W-4P to payors of pension or annuity payments for the correct amount of federal income tax to be withheld from these ...

On July 1, 2024, the SEC adopted tailored disclosure requirements and offering processes for non-variable annuity contracts—specifically, for registered index-linked annuities (RILAs) and annuity ...

An annuity is a contract with an insurance company that gives you an income stream. You can buy an annuity with a single payment or a series of payments. Annuities come in many forms with varying ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Take 401(k) plans and annuities, for example. A 401(k), which is a ...

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 ...