The MarketWatch News Department was not involved in the creation of this content. To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income.

After meticulously polishing application materials, hitting submit during the early admissions round, and enduring the agonizing wait for an admissions decision, thousands of students opened their ...

LIMRA reported a new sales record of $120 billion in the year’s third quarter. More than half (51%) of Generation X respondents told the Nationwide Retirement Institute in a recent online survey that ...

Annuities are a mixed bag -- they're a great way to help ensure you won't outlive your money, but fees are costly. If you haven't investigated annuities yet, you may wonder what they are and what they ...

Annuities can be extremely confusing, with the contract containing terms like bonus rates, participation rates, caps, floors, spreads, riders and MVA clauses. damircudic / Getty Images In this season ...

With the holiday season upon us, one personal finance site is sounding the alarm on a ubiquitous retail payment plan that many Americans say should be outlawed. It’s called “deferred interest." In a ...

The federal government’s backlog of pending retirement claims hit the highest level since the COVID-19 pandemic last month, as tens of thousands of federal workers who accepted the Trump ...

If you're nearing retirement and thinking about turning your savings into guaranteed monthly income, a $250,000 annuity might seem like a smart move. An annuity is a financial contract you buy from an ...

If clients have been on the fence about buying annuities, the industry’s cheerleaders say that there’s no better time than now to enter the marketplace. In fact, they say, consumer interest in ...

Annuity market sales are projected to reach $450 billion in 2025, roughly double the volume seen in 2020, due to retirement plan participants’ desire for predictable income. As defined contribution ...

Employers have done a lot of work over the past two decades to make it as simple as possible for American workers to save for retirement. Many employers automatically enroll new hires into 401(k) ...

Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss basic information about annuities and their pros and cons is Christine Benz, ...