Investment products

Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?

Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.

The federal government is calling on comments for its proposal to allow Medicare to cover physicians' fees for discussing end-of-life issues with beneficiaries; Plus, how to transfer inherited IRAs.

Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"

Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies.

Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement.

A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need.

Dividends that increase consistently over the long-term also have their pay-offs over shorter cycles.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits.