Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...

An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Roger Wohlner is an experienced financial writer, ghostwriter, and advisor with 20 years of ...