Margarida Correia

Clients should determine the benefits they would receive if they file at age 62, at full retirement age, and after their full retirement age.

More than 25 million workers resigned and left at least one retirement account with their former employer between 2004 and 2013, according to the U.S. Government Accountability Office.

The firm incorrectly coded her payout at the institutional rate, a mistake that impeded her ability to move up the pay grid and attain bonuses, she alleges.

The bank’s financial advisors and licensed bankers will continue to offer insurance services through the many insurance carriers Regions works with.

Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.

The advisor fooled her victims into thinking she would invest their funds when in fact she used the money to buy luxury items and real estate, prosecutors claim.

Instead of amassing $1 million in savings, clients should consider asking themselves if they are prepared financially for several decades of retirement.

The sale will allow Cadaret to provide advisors with future growth opportunities, the 75-year-old co-founder of the IBD said.

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.