Investment products

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

By simplifying investments as much as possible, Acorns appeals to millennials who want to invest.

President Barack Obama announces a renewed push for laws to help clients save for retirement; Plus, the three worst states for clients to retire and what happens when you take out a 401(k) loan.

Likening covered calls to real estate rentals can help clients better understand the strategy.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

While payments to shareholders haven't fared well during the past six months, it's too soon to know for sure if this trend will continue.

Clients are encouraged to take a one- or two-month leave from work, if possible, to determine how they'll allocate their time in retirement; Plus, the IRA rules clients need to know.

Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.

Lawmakers are likely to pass as early as next year some measures aimed at changing the rules governing Social Security, Medicare and Medicaid; Plus, five steps for a comfortable retirement.

Simplicity is often the goal for clients. But how simple should they get, and how can it be maintained in a fast-changing world?