Navigating Tax Season with Annuities

Six pencils, a wooden ruler, and a magnifying glass sit on top of several tax forms.

Don’t panic this tax season. Understand how the IRS taxes annuities, discover legal ways to reduce your tax burden, and use these tips to protect your retirement income.

The True Costs Of Dying

Up-close shot of a young person holding an elderly man's hand as he lays in a hospital bed.

Discover the true cost of dying at home, in a hospital, or in a care facility, plus tips to protect your family from unexpected final expenses.

An Aging in Place Checklist

A woman in a wheelchair is in her kitchen. The kitchen is modified so as to be handicap accessible.

Create a safer, more comfortable home as you age. Use our aging in place checklist to plan smart upgrades and stay independent for years to come.

How Much Does Assisted Living Cost?

An older couple at a marble table, looking at a laptop screen. The woman stands, the man sits.

Compare senior living options, costs, and funding sources to plan for retirement. Learn about care types, pricing factors, and financial assistance.

Annuities: Are They a Good Investment?

are annuities a good investment senior couple looking at calculator for retirement funds

Wondering if annuities are a good investment for retirement? Understand the benefits, risks, and types so you can make an informed decision about your financial future.