Annuities

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Clients may want to create an account on Social Security's official website to get a good estimate of their retirement benefits.

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.