Annuities

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

The firm’s review process is called "paper-thin" after an adviser is charged with selling retirees unsuitable variable annuities and fabricating client information.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

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.

If equities languish, one adviser says be more cautious on muni fixed income.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

An indirect connection to equities has helped FIAs weather this year’s market volatility.