Donald Jay Korn

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

Clients can have their cake (maximum payouts) and icing (years of spousal benefits) too.

For some seniors, reducing adjusted gross income generates an extra tax break.

When clients must take required minimum distributions after age 70?½, payouts can provide monthly cash flow.

The IRS recently supported two tactics to build up such individual retirement accounts.

Likening covered calls to real estate rentals can help clients better understand the strategy.

Income funds that invest in a wide range of asset classes may appeal to clients who are looking for cash flow.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

FIAs typically are deferred annuities, falling into the fixed rather than the variable category. However, investors' returns aren't fixed.

Various calculations typically put the break-even point in the late 70s or early 80s. Given the math, when should people wait until age 70?

Under Social Security's current rules, any amount of earnings after age 66 won't reduce lifetime payouts.

If clients are still working, starting Social Security before age 66 may cause even further reductions in their current benefits. But there are instances when it make sense to claim early.

The ssa.gov website offers several tools for advisors and clients to project retirement income.

Once clients have a realistic idea of what to expect, advisors can help them reach a target number for retirement savings.

After a 6-year bull run, many client portfolios have grown nicely. But cashing out -- or even rebalancing -- may have a downside. See how these advisors are working to minimize the pain.

A recent rule change has enhanced the appeal of these products. Here's what advisors need to know.

Funds focusing specifically on dividend payers offer narrower exposure than typical equity-income or growth-and-income funds.

Despite fears of rising interest rates, long-term Treasury bonds are worth considering.

Floating rate funds offer solid income, but can be extremely volatile.

For clients willing to wait for the start date, deferred income annuities can offer plump payouts.