Editorial Staff

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

We've reshuffled our top 25 program managers to list them solely by average production per advisor. Here are the top 15.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

The answer is in the investment details. If your employer offers a match, contribute at least enough money to get it since matches amount to "free money."

Some of these states, however, may not be tax-friendly for retirees.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.