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.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Advisors can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.

Between taxes and penalties on early withdrawals, many clients will only be getting 65 cents for every dollar they take out.

More than half of retirees said they were not at all interested in longevity insurance, according to a recent survey. Surprised? Take a look at some of the other results.

Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Data reported by the Investment Company Institute.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Retirement plan advocates are urging the federal government to allow Hurricane Harvey victims to withdraw from their 401(k), IRA and other retirement accounts without facing any penalty.

Clients should consider postponing their retirement, especially if they work for the federal government.