Annuities

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.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

This strategy may increase the value of these IRAs and reduce how much a client pays the IRS. Also, knowing when retirement account distributions are treated as ordinary income.