Annuities

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

A successful financial plan is contingent on the success of the whole family, according to an expert.

When searching for the right plan, it is important that retirees assume their health will one day change.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.

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.

The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

New contracts reached a 10-year high as key stakeholders praised a bill before the U.S. Senate which could expand the products to more 401(k) plans.

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

The misconceptions about Social Security are alarming. says an expert. The number of people relying on the program to be their main source of income "is scary."