Annuities

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.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

They go for $1 each on the underground internet where illegal online transactions occur. PayPal account numbers command the highest price.

Buy them "for what they will do, not for what they might do."

Buy them “for what they will do, not for what they might do.”

Buy them "for what they will do, not for what they might do."

"The trend is moving toward fee-based planning and removing commissions from the equation," says Artisan Advisor's Tim Smith.

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.

Retirees may receive no increase in benefits in 2017, as the Social Security Trust Fund says that the cost-of-living-adjustment could range between zero to .7%.

The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.

FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.

Enforcement actions at the SEC and FINRA highlight emphasis regulators are placing on fees and reverse churning, anti-money laundering programs and variable annuities.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

This could help explain to clients why most should probably wait until 70 to collect benefits.

How a lifetime annuity can be the solution to one of the toughest challenges.