Annuities can help you plan for your retirement by providing a guaranteed source of income for you and your family when you reach your golden years. They aren’t the simplest of investments, though, ...

In a case this year ( Gribauskas, 116 TC no. 12), the Tax Court ruled that future payments of lottery winnings must be valued for estate tax purposes using the IRC section 7520 valuation tables. This ...

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An annuity can be an appealing option to build your retirement nest egg. Adding guaranteed retirement income to your retirement can give you financial stability. But the exact amount that you’ll get ...

A temporary life annuity is one that provides for fixed payments until the death of the annuitant or until the expiration of a specified number of years, whichever occurs earlier. The basic annuity ...

Despite contrary holdings by other circuits, the Fifth Circuit recently held fast to its earlier decision in Cook v. Commissioner to once again overrule an estate’s discounting of an annuity interest ...

Speaking at Money Marketing’s annuity round table, Norwich Union head of annuity propositions Darren Dicks said that the regulator’s tables are not clear and do not give customers a fair reflection of ...

Critics have warned that new annuity tables will mislead rather than help consumers and leave them potentially thousands of pounds worse off (Getty Images) The insurance industry's attempts to improve ...