Annuities

Three firms have fired the broker, whose former clients have won $494,000 in settlements.

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

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

The broker’s written promise of 7% returns on a variable annuity made for a simple case, the lawyer for the claimant says.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

How advisers can help overcome their irrational expectations.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

The unique offering comes amid concern that President Trump will renegotiate NAFTA. Plus; other fund launches.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Concerns about medical expenses are sky-high, but there are solutions.