Why Older Americans Are Financially Vulnerable: Retirement Scan
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account.
More in Annuities
Third-quarter sales of annuities receded to $56.9 billion, down 5% from the previous quarter and 1% from the same period last year. more »
Buying immediate annuities early before retirement may not be a good strategy because the payouts will not account for future inflation; plus, deadlines for retirement plan contributions in 2014 and six things you need to know about Social Security benefits. more »
Nearly 97% of respondents said they were very or somewhat knowledgeable about saving for retirement, but just 20% passed a test to prove it; Plus, strategies to increase retirement income. more »
If your clients think they're going to make money off the policies they're buying, it's time to give them a reality check. more »
Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income. more »
What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in more »
Medicare premiums to remain flat; Lackluster savings tarnishing seniors' golden years; Stop tinkering with your retirement portfolio more »
What to do when your pension is frozen; 8 tips to maximize your 401(k); Should boomers give millennials money advice? more »
The Social Security mistake even its reps are making; calculating required distributions from your retirement accounts; should you drink the annuity COLA? more »
Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment. more »
What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity more »
Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home more »
3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses more »
35 Great Schools for Financial Planning
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