Editorial Staff

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Two experts weigh in on whether there is a looming retirement crisis in the U.S., and provide opposite views on the issue.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.