Discover how donors can leverage life income gifts to supplement retirement funds, reduce taxes, and make a meaningful impact ...

Although the law allows donors to fund CRUTs and CRATs with up to $53,000, for life-income gifts, that low amount generally makes CRUTs and CRATs impractical.

Looking to save more on taxes? Learn how you can roll over your Legacy IRA to a charitable gift annuity to maximize the impact of your donations.

Retirement income funds are designed to generate a reliable cash payout for retirees. Here are a few we like.

The Nuveen Lifecycle Income CIT Series will be available as a default option for retirement plans recordkept by Transamerica.

The Fund is a closed-end fund that seeks to provide growth of capital along with income in a registered fund format. The Fund pursues its investment objective by investing directly and indirectly ...

If your client has a life income fund (LIF) that earned big returns in 2024, they may have the opportunity to unlock a larger portion of the LIF this year, depending on the governing province. Pension ...

Retired Engineer Living 'Dream' Life Off Dividends Shares His Top 6 Stocks — 'We Generate Enough Income to Travel Full Time' ...

NEW YORK-- (BUSINESS WIRE)-- New York Life Investments (“NYLI”) today announced that the NYLI CBRE Global Infrastructure Fund (VCRIX) and NYLI MacKay Short Duration High Income Fund (MDHIX ...