Annuities

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.

A Yale Law School professor proposes raising the full retirement age to 76 and imposing a steep 80% penalty for the highest earners who opt to claim their benefits early.

Regulator comes down hard on compliance failures; additional $6.3 million must be paid back to investors.

An analysis shows low-income clients get more back from the benefit program than the payroll taxes they paid, while high-earning workers get less.

The new rule will lead to lower built-in commissions, enhanced agent/advisor education, and increased regulation of indexed annuities.

IRAs are not subject to as many rules, allowing investors to make withdrawals that conform to their portfolio strategy.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.