IRAs

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.

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

The new offerings could boost returns to investors by 50 basis points, according to a Morningstar study.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

With more Americans living past the age of 70, experts say they should not be forced to make unnecessary taxable withdrawals.

Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.