Annuities

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.