Annuities

Taking advantage of catch-up contributions is one of several methods that can help them get back on track.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.

Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.

Deferred taxation on these retirement products, in part, depends on how their distributions are made.

The Secure Act will pave the way for expanded distribution channels, even as J.D. Power finds issuers lagging in measures of client satisfaction.

Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.