Annuities

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

One of the clients who filed the claim is still trying to withdraw money from non-traded investments he says were never explained to him.

LIMRA predicts that lower interest rates will cut into the record sales, but two top issuers received IRS rulings they say will help RIAs offer the products.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.