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.