Discover the ins and outs of converting an annuity to a Roth IRA. Understand this conversion's steps, benefits, drawbacks, ...

In his “Secrets of OPM” posts, Director Scott Kupor outlines efforts to digitize retirement processing and improve efficiency ...

Many South Africans have been told that planning their retirement income is complicated. You need spreadsheets, complex calculations, and expensive financial advisors. The truth is, giving yourself ...

A new way to access 1099-Rs and more detailed public-facing processing times are the federal human capital arm’s latest ...

Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

A variable annuity, which ties returns to market performance, introduces more risk and reward. Historical averages suggest ...

AI has the potential to transform annuity operations and agent relationships as it becomes a tool to enhance the agent.

Knowing how each option works can help you balance stability with long-term protection. Annuity plans are designed to turn your retirement savings into a steady monthly income that lasts for life.

Tools like Excel and Google Sheets are ubiquitous these days, and learning how to use them more effectively will quickly ...

Excel's VALUE function has only one argument: where a is the value stored as text that you want to convert into a number.

The simple interest formula is Interest = P * R * T. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But while annuities do come with some sizable benefits overall, what you ...