Investment products

Contrary to what some experts say, the U.S. is unlikely to experience a retirement crisis as data show that Americans have considerable savings for their golden years; Plus, the best way to donate to charity from an IRA.

Clients may consider including bitcoin as an alternative investment in their retirement portfolios, especially if they can manage the risks involved; Plus, why a qualified longevity annuity contract within an IRA or a 401(k) plan is a good option for clients.

People turning 55 next year will be considered senior citizens and can take advantage of penalty-free distributions from retirement savings plans as long as they meet certain requirements; Plus, how to plan your clients' retirement income to avoid taxes.

Clients who want to consult after retirement should first tell hiring managers at their own companies that they will be available for such a work arrangement; Plus, when retired clients should consider renting.

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.

Seniors are advised to work longer and retain their equity investments to help their portfolios keep up with inflation; Plus, why retirees are moving again.

Inflation is just one of the risks that annuity investors face since higher prices could lower the purchasing power of annuity payments; Plus, changing strategies for Social Security.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.

Considering a tactical adjustment for your client portfolios to benefit from the holiday season? Here's how each of the 10 sectors in the S&P 500 performed in Q4, on average, since 1990.

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Despite the flaws in 401(k) plans, clients can take steps to improve their situations; Plus, clients should beware the retirement splurge.

Bank stocks are generating buzz among investors and if rates rise, the outlook is even better. Here are the best-performing funds with a concentration in banking.

Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid.

Online tools such the one developed by the Consumer Financial Protection Bureau can help clients determine the best time to claim their Social Security retirement benefits for maximum results; Plus, do your clients need life insurance after they retire?

Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside.