A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

Planned and charitable gifts can make a difference for nonprofit organizations, according to two Columbus-area nonprofits.

A DAF is an investment account specifically set up for charitable giving. Once the assets are in the account, you can begin giving them to charities right away, or you can keep them in there for ...

"When you think about retirees of the past, many had pension plans from their employers and, through that, a guaranteed income stream," Elle Switzer, director of annuity product management with ...

Benefits of Family Foundations The benefits of family foundations are greater than those of simple charitable cash gifts. Here are half a dozen of them. One of the greatest difficulties in ...

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Insurers Clamor for Securitized Debt as Annuity Sales Surge Securitized products make up 25% of insurers’ bond portfolios Morgan Stanley says insurers could buy even more ABS, CLOs ...

Below are some of the best luxury Valentine’s Day gifts, including picks for him, her, and everyone else. To make this list, we combed through upscale offerings from the world’s trendiest ...

To really impress your partner, we suggest picking up one of these 25+ unique Valentine’s Day gifts instead, which all come from some of our favorite top-rated brands and companies. We chose ...

Shoppers, prepare your wallets and brace your credit limits…Valentine’s Day is upon us and we’re thinking about the best luxury gifts for the women in our lives. We’ve scoured the aisles ...

A new report by the Grattan Institute examined the attractive concept of “annuities” whereby older Australians can get a regular payment for life in return for an upfront investment. Unfortunately, ...